Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,808
Closed -$373K 288
2024
Q2
$373K Buy
+3,808
New +$373K ﹤0.01% 211
2023
Q4
Sell
-4,020
Closed -$475K 234
2023
Q3
$475K Buy
+4,020
New +$475K 0.01% 205
2023
Q2
Sell
-3,460
Closed -$468K 273
2023
Q1
$468K Sell
3,460
-3,710
-52% -$502K 0.01% 171
2022
Q4
$994K Buy
7,170
+1,970
+38% +$273K 0.01% 144
2022
Q3
$500K Buy
+5,200
New +$500K 0.01% 166
2021
Q3
Sell
-1,571
Closed -$205K 499
2021
Q2
$205K Buy
+1,571
New +$205K ﹤0.01% 377