Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,011
Closed -$312K 271
2024
Q3
$312K Buy
+14,011
New +$312K 0.07% 162
2023
Q3
Sell
-16,036
Closed -$258K 246
2023
Q2
$258K Buy
+16,036
New +$258K 0.07% 192
2022
Q1
Sell
-9,590
Closed -$243K 257
2021
Q4
$243K Buy
+9,590
New +$243K 0.06% 203