Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,072
Closed -$21.5K 442
2024
Q3
$21.5K Buy
+1,072
New +$21.5K 0.01% 501
2022
Q1
Sell
-26,362
Closed -$641K 195
2021
Q4
$641K Buy
+26,362
New +$641K 0.32% 74
2021
Q1
Sell
-9,079
Closed -$213K 166
2020
Q4
$213K Buy
+9,079
New +$213K 0.15% 159