Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,669
Closed -$83.6K 831
2024
Q3
$83.6K Buy
+6,669
New +$83.6K ﹤0.01% 432
2022
Q1
Sell
-489
Closed -$19K 853
2021
Q4
$19K Buy
+489
New +$19K ﹤0.01% 566
2021
Q2
Hold
0
810
2021
Q1
Hold
0
794
2020
Q4
Sell
-13,855
Closed -$692K 724
2020
Q3
$692K Buy
+13,855
New +$692K ﹤0.01% 299