Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-43,844
Closed -$135K 167
2024
Q2
$135K Buy
43,844
+1,928
+5% +$5.96K 0.08% 149
2024
Q1
$122K Buy
+41,916
New +$122K 0.07% 148
2022
Q1
Sell
-43,604
Closed -$169K 144
2021
Q4
$169K Buy
+43,604
New +$169K 0.12% 135