Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,314
Closed -$444K 1803
2024
Q3
$444K Buy
+1,314
New +$444K 0.02% 498
2024
Q1
Sell
-1,398
Closed -$392K 1742
2023
Q4
$392K Buy
+1,398
New +$392K 0.03% 487
2021
Q4
Sell
-2,135
Closed -$436K 1945
2021
Q3
$436K Buy
2,135
+591
+38% +$121K 0.04% 530
2021
Q2
$272K Buy
+1,544
New +$272K 0.03% 784