Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$97.1K Sell
14,602
-1,460
-9% -$9.71K 0.04% 405
2023
Q4
$166K Buy
+16,062
New +$166K 0.05% 457
2021
Q1
Sell
-33,279
Closed -$2.28M 647
2020
Q4
$2.28M Buy
+33,279
New +$2.28M 0.28% 117
2018
Q2
Sell
-9,673
Closed -$221K 619
2018
Q1
$221K Buy
+9,673
New +$221K 0.03% 520