Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,250
Closed -$214K 110
2023
Q4
$214K Buy
+4,250
New +$214K 0.08% 95
2021
Q4
Sell
-5,806
Closed -$309K 101
2021
Q3
$309K Hold
5,806
0.11% 69
2021
Q2
$326K Hold
5,806
0.12% 69
2021
Q1
$372K Sell
5,806
-450
-7% -$28.8K 0.15% 58
2020
Q4
$312K Buy
+6,256
New +$312K 0.14% 63