Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,303
Closed -$238K 155
2024
Q2
$238K Buy
+3,303
New +$238K 0.04% 107
2024
Q1
Sell
-3,087
Closed -$203K 124
2023
Q4
$203K Sell
3,087
-744
-19% -$49K 0.04% 105
2023
Q3
$247K Buy
+3,831
New +$247K 0.04% 104
2022
Q4
Sell
-4,340
Closed -$216K 103
2022
Q3
$216K Buy
+4,340
New +$216K 0.05% 78