Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,601
Closed -$211K 153
2024
Q1
$211K Buy
+1,601
New +$211K 0.1% 126
2020
Q3
Sell
-1,199
Closed -$88K 238
2020
Q2
$88K Sell
1,199
-738
-38% -$54.2K 0.06% 154
2020
Q1
$153K Buy
1,937
+1,041
+116% +$82.2K 0.06% 159
2019
Q4
$77K Buy
+896
New +$77K 0.07% 154