Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,416
Closed -$210K 125
2023
Q4
$210K Buy
+3,416
New +$210K 0.09% 114
2023
Q3
Sell
-3,112
Closed -$208K 115
2023
Q2
$208K Buy
+3,112
New +$208K 0.09% 107
2022
Q1
Sell
-1,589
Closed -$300K 131
2021
Q4
$300K Buy
+1,589
New +$300K 0.14% 107