Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,050
Closed -$11K 1897
2023
Q4
$11K Buy
+1,050
New +$11K ﹤0.01% 1403
2023
Q1
Sell
-1,704
Closed -$14K 1933
2022
Q4
$14K Buy
+1,704
New +$14K ﹤0.01% 1332
2022
Q1
Sell
-6,389
Closed -$169K 1868
2021
Q4
$169K Buy
6,389
+3,091
+94% +$81.8K 0.02% 899
2021
Q3
$132K Buy
+3,298
New +$132K 0.01% 1048