Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,365
Closed -$201K 151
2024
Q3
$201K Buy
+2,365
New +$201K 0.04% 135
2022
Q2
Sell
-2,814
Closed -$469K 306
2022
Q1
$469K Buy
+2,814
New +$469K 0.23% 89
2021
Q4
Sell
-4,246
Closed -$617K 133
2021
Q3
$617K Buy
+4,246
New +$617K 0.34% 75
2020
Q4
$413K Buy
+2,921
New +$413K 0.27% 95