Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,068
Closed -$242K 452
2024
Q3
$242K Buy
+4,068
New +$242K 0.12% 252
2022
Q4
Sell
-5,551
Closed -$215K 363
2022
Q3
$215K Buy
+5,551
New +$215K 0.11% 215
2021
Q3
Sell
-7,531
Closed -$214K 162
2021
Q2
$214K Sell
7,531
-36,843
-83% -$1.05M 0.15% 114
2021
Q1
$1.24M Buy
+44,374
New +$1.24M 0.94% 38