Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-886
Closed -$322K 481
2023
Q4
$322K Hold
886
0.03% 361
2023
Q3
$264K Sell
886
-19
-2% -$5.65K 0.03% 376
2023
Q2
$299K Sell
905
-5
-0.5% -$1.65K 0.03% 354
2023
Q1
$303K Buy
910
+7
+0.8% +$2.33K 0.04% 345
2022
Q4
$218K Buy
+903
New +$218K 0.03% 393
2022
Q1
Sell
-521
Closed -$209K 416
2021
Q4
$209K Buy
+521
New +$209K 0.02% 414
2021
Q1
Sell
-2
Closed -$1K 1351
2020
Q4
$1K Buy
+2
New +$1K ﹤0.01% 1200