Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,090
Closed -$486K 839
2023
Q4
$486K Buy
+10,090
New +$486K ﹤0.01% 580
2022
Q2
Sell
-5,480
Closed -$284K 829
2022
Q1
$284K Sell
5,480
-351
-6% -$18.2K ﹤0.01% 741
2021
Q4
$388K Buy
5,831
+1,499
+35% +$99.7K ﹤0.01% 676
2021
Q3
$315K Buy
4,332
+515
+13% +$37.4K ﹤0.01% 698
2021
Q2
$223K Buy
+3,817
New +$223K ﹤0.01% 760
2021
Q1
Sell
-14,872
Closed -$968K 800
2020
Q4
$968K Buy
+14,872
New +$968K 0.01% 443