Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-673
Closed -$214K 168
2024
Q3
$214K Buy
673
+48
+8% +$15.3K 0.14% 159
2024
Q2
$201K Sell
625
-51
-8% -$16.4K 0.14% 158
2024
Q1
$235K Buy
+676
New +$235K 0.17% 156
2021
Q2
Sell
-857
Closed -$291K 188
2021
Q1
$291K Buy
857
+26
+3% +$8.83K 0.23% 136
2020
Q4
$302K Buy
+831
New +$302K 0.25% 131