Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,309
Closed -$225K 1231
2024
Q3
$225K Buy
+3,309
New +$225K 0.01% 974
2024
Q2
Sell
-3,309
Closed -$225K 1178
2024
Q1
$225K Buy
+3,309
New +$225K 0.01% 973
2022
Q1
Sell
-1,146
Closed -$218K 779
2021
Q4
$218K Sell
1,146
-182
-14% -$34.6K 0.02% 598
2021
Q3
$339K Buy
+1,328
New +$339K 0.03% 444