Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,161
Closed -$247K 57
2023
Q4
$247K Buy
+2,161
New +$247K 0.16% 37
2023
Q3
Sell
-1,904
Closed -$214K 52
2023
Q2
$214K Buy
+1,904
New +$214K 0.17% 42
2022
Q3
Sell
-3,287
Closed -$257K 55
2022
Q2
$257K Buy
3,287
+281
+9% +$22K 0.24% 34
2022
Q1
$256K Buy
3,006
+432
+17% +$36.8K 0.19% 47
2021
Q4
$309K Buy
+2,574
New +$309K 0.27% 37