Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,169
Closed -$380K 2286
2024
Q3
$380K Buy
6,169
+318
+5% +$19.6K ﹤0.01% 1779
2024
Q2
$282K Buy
5,851
+253
+5% +$12.2K ﹤0.01% 1929
2024
Q1
$277K Buy
5,598
+318
+6% +$15.7K ﹤0.01% 1900
2023
Q4
$238K Buy
+5,280
New +$238K ﹤0.01% 1945
2022
Q1
Sell
-6,146
Closed -$473K 2108
2021
Q4
$473K Buy
+6,146
New +$473K ﹤0.01% 1466
2020
Q3
Sell
-9,614
Closed -$521K 1872
2020
Q2
$521K Buy
+9,614
New +$521K 0.01% 1004