Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-739
Closed -$207K 932
2023
Q4
$207K Buy
+739
New +$207K 0.01% 823
2023
Q3
Sell
-955
Closed -$212K 852
2023
Q2
$212K Sell
955
-34
-3% -$7.55K 0.02% 703
2023
Q1
$206K Buy
+989
New +$206K 0.01% 783
2022
Q1
Sell
-1,016
Closed -$234K 703
2021
Q4
$234K Buy
1,016
+30
+3% +$6.91K 0.02% 571
2021
Q3
$219K Buy
+986
New +$219K 0.03% 539