Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,134
Closed -$167K 2204
2023
Q4
$167K Buy
+21,134
New +$167K ﹤0.01% 1684
2023
Q1
Sell
-18,645
Closed -$161K 1905
2022
Q4
$161K Buy
+18,645
New +$161K 0.01% 1424
2022
Q2
Sell
-21,022
Closed -$276K 2156
2022
Q1
$276K Buy
+21,022
New +$276K 0.01% 1455
2021
Q4
Sell
-36,156
Closed -$721K 2216
2021
Q3
$721K Buy
+36,156
New +$721K 0.04% 673
2021
Q2
Sell
-34,952
Closed -$1.7M 1898
2021
Q1
$1.7M Buy
+34,952
New +$1.7M 0.08% 333