Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-32
Closed -$9.6K 286
2024
Q2
$9.6K Buy
+32
New +$9.6K 0.01% 416
2021
Q3
Sell
-2,653
Closed -$792K 228
2021
Q2
$792K Sell
2,653
-240
-8% -$71.6K 0.32% 97
2021
Q1
$822K Buy
2,893
+858
+42% +$244K 0.34% 92
2020
Q4
$528K Buy
2,035
+227
+13% +$58.9K 0.28% 94
2020
Q3
$455K Buy
1,808
+132
+8% +$33.2K 0.28% 91
2020
Q2
$235K Sell
1,676
-264
-14% -$37K 0.15% 166
2020
Q1
$235K Buy
+1,940
New +$235K 0.13% 169