Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,480
Closed -$50K 3113
2024
Q3
$50K Buy
+14,480
New +$50K ﹤0.01% 1930
2022
Q4
Sell
-2,433
Closed -$19K 3045
2022
Q3
$19K Buy
+2,433
New +$19K ﹤0.01% 2300
2021
Q4
Sell
-488
Closed -$87K 3867
2021
Q3
$87K Sell
488
-161
-25% -$28.7K ﹤0.01% 2666
2021
Q2
$145K Buy
+649
New +$145K ﹤0.01% 2402