Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-116
Closed -$67.4K 1735
2023
Q4
$67.4K Buy
+116
New +$67.4K 0.01% 1220
2022
Q4
Sell
-273
Closed -$83K 1670
2022
Q3
$83K Buy
+273
New +$83K 0.04% 737
2021
Q4
Sell
-253
Closed -$85K 1918
2021
Q3
$85K Sell
253
-130
-34% -$43.7K 0.05% 517
2021
Q2
$125K Buy
+383
New +$125K 0.08% 345