Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,094
Closed -$371K 392
2024
Q3
$371K Buy
+3,094
New +$371K 0.18% 176
2023
Q4
Sell
-1,742
Closed -$221K 328
2023
Q3
$221K Buy
+1,742
New +$221K 0.09% 258
2022
Q4
Sell
-8,037
Closed -$464K 340
2022
Q3
$464K Buy
8,037
+1,252
+18% +$72.3K 0.23% 145
2022
Q2
$347K Buy
+6,785
New +$347K 0.26% 138
2019
Q4
Sell
-11,038
Closed -$395K 144
2019
Q3
$395K Buy
+11,038
New +$395K 0.33% 77