Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-587
Closed -$484K 123
2024
Q1
$484K Buy
587
+133
+29% +$110K 0.43% 77
2023
Q4
$366K Buy
+454
New +$366K 0.33% 88
2020
Q2
Sell
-710
Closed -$443K 117
2020
Q1
$443K Sell
710
-529
-43% -$330K 0.6% 58
2019
Q4
$723K Buy
+1,239
New +$723K 0.73% 41