Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,913
Closed -$217K 324
2024
Q3
$217K Buy
+4,913
New +$217K 0.04% 268
2021
Q3
Sell
-2,596
Closed -$234K 225
2021
Q2
$234K Buy
+2,596
New +$234K 0.07% 191