Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-50
Closed -$4.59K 91
2024
Q2
$4.59K Buy
+50
New +$4.59K ﹤0.01% 236
2022
Q3
Sell
-4,830
Closed -$508K 96
2022
Q2
$508K Hold
4,830
0.07% 130
2022
Q1
$832K Hold
4,830
0.1% 122
2021
Q4
$782K Hold
4,830
0.09% 128
2021
Q3
$720K Buy
+4,830
New +$720K 0.09% 123