Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-256
Closed -$18K 271
2024
Q3
$18K Buy
+256
New +$18K 0.01% 254
2023
Q4
Sell
-11,736
Closed -$483K 293
2023
Q3
$483K Buy
+11,736
New +$483K 0.21% 149
2022
Q2
Sell
-1,854
Closed -$50K 404
2022
Q1
$50K Buy
+1,854
New +$50K 0.05% 369
2021
Q3
Sell
-9,977
Closed -$208K 459
2021
Q2
$208K Buy
+9,977
New +$208K 0.21% 176