Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-55
Closed -$5.62K 246
2024
Q2
$5.62K Buy
+55
New +$5.62K ﹤0.01% 223
2022
Q1
Sell
-12,674
Closed -$1.88M 219
2021
Q4
$1.88M Buy
12,674
+2,103
+20% +$312K 0.21% 75
2021
Q3
$1.55M Sell
10,571
-81
-0.8% -$11.9K 0.2% 86
2021
Q2
$1.77M Buy
10,652
+1,149
+12% +$191K 1.73% 15
2021
Q1
$1.53M Buy
9,503
+718
+8% +$116K 0.62% 25
2020
Q4
$1.28M Sell
8,785
-98
-1% -$14.3K 0.58% 29
2020
Q3
$1.25M Buy
+8,883
New +$1.25M 0.58% 28