Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,734
Closed -$294K 629
2024
Q3
$294K Buy
+4,734
New +$294K 0.01% 525
2024
Q2
Sell
-4,449
Closed -$257K 315
2024
Q1
$257K Buy
+4,449
New +$257K 0.04% 177
2023
Q1
Sell
-5,574
Closed -$346K 549
2022
Q4
$346K Sell
5,574
-4,592
-45% -$285K 0.03% 384
2022
Q3
$509K Buy
+10,166
New +$509K 0.05% 272
2019
Q3
Sell
-1,121
Closed -$581 224
2019
Q2
$581 Buy
+1,121
New +$581 0.02% 350