Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,958
Closed -$361K 2350
2024
Q2
$361K Buy
+17,958
New +$361K ﹤0.01% 666
2023
Q1
Sell
-11,018
Closed -$101K 2060
2022
Q4
$101K Buy
+11,018
New +$101K ﹤0.01% 875
2022
Q3
Sell
-11,867
Closed -$39K 2002
2022
Q2
$39K Buy
+11,867
New +$39K ﹤0.01% 916
2021
Q1
Hold
0
1167
2020
Q4
Hold
0
1177