Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,551
Closed -$364K 294
2024
Q3
$364K Buy
+6,551
New +$364K 0.24% 141
2024
Q1
Sell
-3,033
Closed -$246K 392
2023
Q4
$246K Sell
3,033
-1,228
-29% -$99.5K 0.19% 222
2023
Q3
$275K Buy
+4,261
New +$275K 0.27% 149
2023
Q2
Sell
-2,144
Closed -$239K 277
2023
Q1
$239K Buy
+2,144
New +$239K 0.28% 130
2021
Q3
Sell
-1,541
Closed -$317K 270
2021
Q2
$317K Buy
+1,541
New +$317K 0.11% 172
2020
Q4
Sell
-2,526
Closed -$307K 194
2020
Q3
$307K Buy
+2,526
New +$307K 0.16% 160