Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-200
Closed -$38.6K 622
2024
Q1
$38.6K Buy
+200
New +$38.6K 0.01% 391
2023
Q1
Sell
-4,232
Closed -$806K 196
2022
Q4
$806K Buy
+4,232
New +$806K 0.16% 131
2020
Q3
Sell
-4,136
Closed -$758K 183
2020
Q2
$758K Buy
+4,136
New +$758K 0.16% 100
2019
Q2
Sell
-1,482
Closed -$565K 134
2019
Q1
$565K Buy
+1,482
New +$565K 0.21% 82
2018
Q2
Sell
-1,162
Closed -$381K 129
2018
Q1
$381K Buy
+1,162
New +$381K 0.17% 88