Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,009
Closed -$157K 320
2024
Q2
$157K Buy
+4,009
New +$157K 0.04% 233
2021
Q3
Sell
-4,198
Closed -$239K 179
2021
Q2
$239K Buy
4,198
+11
+0.3% +$626 0.07% 159
2021
Q1
$227K Buy
+4,187
New +$227K 0.07% 154