Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,139
Closed -$99K 2147
2024
Q3
$99K Buy
+18,139
New +$99K ﹤0.01% 1883
2024
Q1
Sell
-11,622
Closed -$192K 2104
2023
Q4
$192K Buy
+11,622
New +$192K ﹤0.01% 1642
2022
Q2
Sell
-19,575
Closed -$945K 2773
2022
Q1
$945K Buy
+19,575
New +$945K 0.01% 1003
2015
Q3
Sell
-759
Closed -$128K 87
2015
Q2
$128K Buy
+759
New +$128K 0.06% 145