Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,214
Closed -$222K 1281
2024
Q3
$222K Sell
3,214
-24
-0.7% -$1.66K ﹤0.01% 1157
2024
Q2
$207K Buy
3,238
+1,054
+48% +$67.3K ﹤0.01% 1154
2024
Q1
$205K Buy
+2,184
New +$205K ﹤0.01% 1157
2022
Q2
Sell
-3,310
Closed -$213K 1236
2022
Q1
$213K Buy
3,310
+642
+24% +$41.3K ﹤0.01% 1153
2021
Q4
$224K Buy
2,668
+84
+3% +$7.05K ﹤0.01% 1157
2021
Q3
$202K Buy
+2,584
New +$202K ﹤0.01% 1213