Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,793
Closed -$298K 265
2024
Q1
$298K Buy
+3,793
New +$298K 0.11% 129
2020
Q2
Sell
-10,617
Closed -$222K 98
2020
Q1
$222K Sell
10,617
-6,015
-36% -$126K 0.16% 89
2019
Q4
$448K Buy
+16,632
New +$448K 0.35% 110