Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,255
Closed -$85K 1457
2024
Q2
$85K Buy
+14,255
New +$85K 0.01% 844
2024
Q1
Sell
-20,920
Closed -$138K 1512
2023
Q4
$138K Buy
+20,920
New +$138K 0.01% 952
2023
Q3
Sell
-13,416
Closed -$164K 1399
2023
Q2
$164K Buy
+13,416
New +$164K 0.01% 876
2021
Q4
Sell
-13,940
Closed -$384K 1786
2021
Q3
$384K Buy
+13,940
New +$384K 0.03% 588