Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,243
Closed -$270K 1350
2024
Q1
$270K Buy
+3,243
New +$270K 0.02% 1000
2022
Q4
Sell
-14,379
Closed -$837K 968
2022
Q3
$837K Buy
+14,379
New +$837K 0.08% 343
2021
Q4
Sell
-6,057
Closed -$487K 560
2021
Q3
$487K Buy
+6,057
New +$487K 0.09% 341