Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,237
Closed -$209K 559
2024
Q3
$209K Buy
+5,237
New +$209K 0.02% 400
2022
Q4
Sell
-5,819
Closed -$250K 636
2022
Q3
$250K Buy
+5,819
New +$250K 0.05% 357
2022
Q1
Sell
-2,147
Closed -$253K 617
2021
Q4
$253K Buy
+2,147
New +$253K 0.1% 257
2021
Q2
Sell
-2,021
Closed -$151K 1103
2021
Q1
$151K Sell
2,021
-1,479
-42% -$111K 0.05% 336
2020
Q4
$316K Buy
3,500
+1,570
+81% +$142K 0.05% 395
2020
Q3
$118K Sell
1,930
-353
-15% -$21.6K 0.08% 268
2020
Q2
$116K Buy
+2,283
New +$116K 0.04% 454