Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,073
Closed -$210K 473
2024
Q3
$210K Buy
+1,073
New +$210K 0.02% 370
2024
Q1
Sell
-1,095
Closed -$216K 442
2023
Q4
$216K Buy
+1,095
New +$216K 0.02% 279
2022
Q1
Sell
-1,042
Closed -$254K 277
2021
Q4
$254K Hold
1,042
0.02% 177
2021
Q3
$202K Buy
+1,042
New +$202K 0.02% 199