Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,254
Closed -$156K 845
2023
Q4
$156K Buy
+10,254
New +$156K 0.01% 668
2022
Q3
Sell
-31,760
Closed -$254K 1071
2022
Q2
$254K Buy
31,760
+8,671
+38% +$69.3K 0.01% 847
2022
Q1
$227K Buy
+23,089
New +$227K 0.01% 880
2021
Q3
Sell
-36,643
Closed -$271K 1464
2021
Q2
$271K Buy
+36,643
New +$271K 0.01% 1238