Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,524
Closed -$223K 284
2024
Q3
$223K Buy
+2,524
New +$223K 0.04% 255
2024
Q2
Sell
-4,427
Closed -$416K 267
2024
Q1
$416K Buy
+4,427
New +$416K 0.08% 177
2023
Q2
Sell
-3,011
Closed -$368K 304
2023
Q1
$368K Buy
+3,011
New +$368K 0.08% 135
2022
Q1
Sell
-1,208
Closed -$201K 291
2021
Q4
$201K Buy
+1,208
New +$201K 0.04% 162
2021
Q3
Sell
-1,339
Closed -$207K 287
2021
Q2
$207K Buy
+1,339
New +$207K 0.04% 162