Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,646
Closed -$329K 1692
2023
Q4
$329K Buy
+2,646
New +$329K 0.01% 999
2022
Q2
Sell
-2,415
Closed -$223K 2268
2022
Q1
$223K Buy
+2,415
New +$223K 0.01% 1444
2021
Q2
Sell
-6,289
Closed -$526K 1888
2021
Q1
$526K Sell
6,289
-9,010
-59% -$754K 0.02% 747
2020
Q4
$1.45M Buy
15,299
+599
+4% +$56.7K 0.05% 295
2020
Q3
$1.15M Buy
14,700
+6,185
+73% +$485K 0.07% 324
2020
Q2
$661K Buy
+8,515
New +$661K 0.05% 421