Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,059
Closed -$234K 143
2024
Q3
$234K Buy
+2,059
New +$234K 0.03% 132
2023
Q3
Sell
-1,972
Closed -$228K 121
2023
Q2
$228K Buy
+1,972
New +$228K 0.03% 105
2021
Q2
Sell
-2,769
Closed -$204K 135
2021
Q1
$204K Buy
+2,769
New +$204K 0.04% 125