Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,826
Closed -$229K 221
2023
Q4
$229K Buy
+5,826
New +$229K 0.14% 171
2022
Q2
Sell
-3,374
Closed -$187K 304
2022
Q1
$187K Sell
3,374
-200
-6% -$11.1K 0.1% 200
2021
Q4
$186K Buy
+3,574
New +$186K 0.09% 207