Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,659
Closed -$259K 116
2024
Q3
$259K Hold
1,659
0.06% 103
2024
Q2
$246K Hold
1,659
0.06% 98
2024
Q1
$294K Buy
+1,659
New +$294K 0.07% 91
2023
Q2
Sell
-1,554
Closed -$257K 120
2023
Q1
$257K Buy
+1,554
New +$257K 0.07% 103
2021
Q3
Sell
-1,163
Closed -$281K 93
2021
Q2
$281K Sell
1,163
-25
-2% -$6.04K 0.07% 69
2021
Q1
$235K Sell
1,188
-1,764
-60% -$349K 0.07% 76
2020
Q4
$521K Buy
+2,952
New +$521K 0.16% 48