Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,139
Closed -$416K 335
2024
Q2
$416K Buy
+1,139
New +$416K ﹤0.01% 184
2023
Q4
Sell
-2,260
Closed -$475K 285
2023
Q3
$475K Buy
2,260
+1,100
+95% +$231K 0.01% 206
2023
Q2
$214K Buy
+1,160
New +$214K 0.01% 252
2021
Q4
Sell
-2,112
Closed -$243K 184
2021
Q3
$243K Buy
+2,112
New +$243K ﹤0.01% 423