Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,300
Closed -$275K 360
2023
Q4
$275K Buy
+6,300
New +$275K 0.08% 363
2023
Q3
Sell
-7,567
Closed -$338K 499
2023
Q2
$338K Buy
+7,567
New +$338K 0.18% 232
2022
Q4
Sell
-6,997
Closed -$258K 179
2022
Q3
$258K Buy
+6,997
New +$258K 0.93% 42
2022
Q1
Sell
-6,150
Closed -$409K 417
2021
Q4
$409K Buy
+6,150
New +$409K 0.32% 136