Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,499
Closed -$343K 181
2024
Q2
$343K Buy
9,499
+104
+1% +$3.75K 0.06% 133
2024
Q1
$354K Buy
+9,395
New +$354K 0.06% 128
2022
Q4
Sell
-340
Closed -$10K 301
2022
Q3
$10K Buy
+340
New +$10K ﹤0.01% 474
2021
Q2
Sell
-8,461
Closed -$206K 455
2021
Q1
$206K Buy
+8,461
New +$206K 0.02% 390
2019
Q3
Sell
-2,738
Closed -$112K 242
2019
Q2
$112K Buy
+2,738
New +$112K 0.03% 258
2019
Q1
Sell
-2,894
Closed -$106K 151
2018
Q4
$106K Sell
2,894
-231
-7% -$8.46K 0.03% 229
2018
Q3
$129K Buy
+3,125
New +$129K 0.03% 231