Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,867
Closed -$207K 133
2024
Q3
$207K Buy
+3,867
New +$207K 0.1% 124
2022
Q4
Sell
-755
Closed -$32K 252
2022
Q3
$32K Buy
+755
New +$32K 0.02% 216
2021
Q1
Sell
-160
Closed -$10K 393
2020
Q4
$10K Buy
+160
New +$10K 0.01% 333