Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-43,816
Closed -$491K 1606
2024
Q3
$491K Sell
43,816
-39,077
-47% -$438K 0.01% 1113
2024
Q2
$1.06M Buy
+82,893
New +$1.06M 0.02% 787
2023
Q1
Sell
-26,600
Closed -$464K 1548
2022
Q4
$464K Buy
+26,600
New +$464K 0.02% 809
2021
Q4
Sell
-10,800
Closed -$155K 1350
2021
Q3
$155K Buy
+10,800
New +$155K 0.01% 924