Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,027
Closed -$562K 308
2024
Q3
$562K Buy
+5,027
New +$562K 0.28% 112
2023
Q1
Sell
-7,834
Closed -$564K 339
2022
Q4
$564K Buy
+7,834
New +$564K 0.27% 123
2021
Q3
Sell
-3,955
Closed -$212K 126
2021
Q2
$212K Sell
3,955
-32,097
-89% -$1.72M 0.15% 115
2021
Q1
$1.85M Buy
+36,052
New +$1.85M 1.41% 21