Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-859
Closed -$247K 156
2023
Q4
$247K Buy
+859
New +$247K 0.23% 122
2020
Q4
Sell
-953
Closed -$242K 221
2020
Q3
$242K Sell
953
-347
-27% -$88.1K 0.1% 163
2020
Q2
$307K Sell
1,300
-367
-22% -$86.7K 0.14% 121
2020
Q1
$338K Buy
1,667
+335
+25% +$67.9K 0.12% 160
2019
Q4
$321K Buy
+1,332
New +$321K 0.11% 139