Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,902
Closed -$210K 130
2024
Q2
$210K Buy
+5,902
New +$210K 0.11% 123
2022
Q4
Sell
-2,609
Closed -$97K 182
2022
Q3
$97K Buy
+2,609
New +$97K 0.06% 146
2021
Q2
Sell
-1,751
Closed -$64K 190
2021
Q1
$64K Hold
1,751
0.04% 186
2020
Q4
$61K Buy
+1,751
New +$61K 0.05% 178