Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-159,307
Closed -$1.95M 284
2024
Q3
$1.95M Buy
+159,307
New +$1.95M 0.18% 190
2022
Q2
Sell
-77,924
Closed -$2.15M 499
2022
Q1
$2.15M Buy
77,924
+14,531
+23% +$401K 0.29% 111
2021
Q4
$2.49M Buy
63,393
+7,223
+13% +$283K 0.45% 57
2021
Q3
$2.36M Buy
+56,170
New +$2.36M 0.23% 149