Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,009
Closed -$346K 656
2023
Q4
$346K Sell
2,009
-1,826
-48% -$314K 0.06% 339
2023
Q3
$567K Buy
+3,835
New +$567K 0.13% 210
2020
Q4
Sell
-4,576
Closed -$784K 522
2020
Q3
$784K Buy
+4,576
New +$784K 0.07% 208
2019
Q4
Sell
-2,307
Closed -$312K 292
2019
Q3
$312K Sell
2,307
-699
-23% -$94.5K 0.02% 229
2019
Q2
$367K Sell
3,006
-10,597
-78% -$1.29M 0.02% 323
2019
Q1
$1.41M Buy
+13,603
New +$1.41M 0.12% 149