Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-23,741
Closed -$66K 1908
2023
Q4
$66K Buy
+23,741
New +$66K ﹤0.01% 1692
2022
Q4
Sell
-15,234
Closed -$36K 1591
2022
Q3
$36K Buy
+15,234
New +$36K ﹤0.01% 1505
2021
Q1
Sell
-109,152
Closed -$459K 960
2020
Q4
$459K Buy
+109,152
New +$459K 0.08% 403