Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,400
Closed -$422K 433
2023
Q4
$422K Sell
3,400
-1,066
-24% -$132K 0.02% 286
2023
Q3
$417K Buy
+4,466
New +$417K 0.03% 266
2021
Q4
Sell
-2,624
Closed -$359K 406
2021
Q3
$359K Buy
+2,624
New +$359K 0.02% 285
2020
Q3
Sell
-2,628
Closed -$266K 269
2020
Q2
$266K Buy
+2,628
New +$266K 0.03% 206