Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
594
2024
Q2
Hold
0
614
2023
Q1
Sell
-24,969
Closed -$2.77M 601
2022
Q4
$2.77M Buy
+24,969
New +$2.77M 0.29% 50
2022
Q3
Hold
0
688
2022
Q2
Hold
0
605
2020
Q4
Sell
-12,975
Closed -$1.03M 305
2020
Q3
$1.03M Buy
+12,975
New +$1.03M 0.17% 76
2019
Q4
Sell
-4,349
Closed -$349K 379
2019
Q3
$349K Buy
+4,349
New +$349K 0.09% 151