Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$366K Buy
+907
New +$366K 0.27% 56
2022
Q2
Sell
-594
Closed -$213K 95
2022
Q1
$213K Hold
594
0.2% 85
2021
Q4
$209K Buy
+594
New +$209K 0.2% 91