Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-379
Closed -$14.8K 526
2024
Q2
$14.8K Buy
+379
New +$14.8K ﹤0.01% 475
2022
Q2
Sell
-7,016
Closed -$255K 611
2022
Q1
$255K Sell
7,016
-12
-0.2% -$436 ﹤0.01% 395
2021
Q4
$265K Buy
7,028
+22
+0.3% +$830 ﹤0.01% 508
2021
Q3
$192K Buy
7,006
+17
+0.2% +$466 ﹤0.01% 548
2021
Q2
$211K Sell
6,989
-28
-0.4% -$845 ﹤0.01% 556
2021
Q1
$223K Buy
7,017
+22
+0.3% +$699 ﹤0.01% 532
2020
Q4
$172K Sell
6,995
-16
-0.2% -$393 ﹤0.01% 595
2020
Q3
$133K Sell
7,011
-10
-0.1% -$190 ﹤0.01% 549
2020
Q2
$122K Buy
7,021
+8
+0.1% +$139 ﹤0.01% 509
2020
Q1
$122K Buy
+7,013
New +$122K ﹤0.01% 471