Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,919
Closed -$205K 146
2023
Q4
$205K Buy
+4,919
New +$205K 0.51% 139
2022
Q2
Sell
-5,955
Closed -$459K 250
2022
Q1
$459K Sell
5,955
-777
-12% -$59.9K 0.17% 213
2021
Q4
$523K Buy
6,732
+2,291
+52% +$178K 0.17% 221
2021
Q3
$356K Buy
+4,441
New +$356K 0.12% 260