Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,160
Closed -$564K 1630
2024
Q2
$564K Buy
+12,160
New +$564K 0.02% 864
2020
Q4
Sell
-5,554
Closed -$564K 509
2020
Q3
$564K Sell
5,554
-2,952
-35% -$300K 0.18% 175
2020
Q2
$490K Sell
8,506
-2,570
-23% -$148K 0.17% 192
2020
Q1
$399K Buy
+11,076
New +$399K 0.17% 196