Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,184
Closed -$348K 2675
2024
Q3
$348K Buy
+18,184
New +$348K 0.03% 1088
2023
Q3
Sell
-4,537
Closed -$418K 1830
2023
Q2
$418K Buy
4,537
+930
+26% +$85.7K 0.07% 489
2023
Q1
$374K Buy
+3,607
New +$374K 0.08% 480
2021
Q4
Sell
-1,927
Closed -$371K 872
2021
Q3
$371K Buy
+1,927
New +$371K 0.12% 282