Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-263
Closed -$3.06K 369
2024
Q2
$3.06K Buy
+263
New +$3.06K ﹤0.01% 262
2021
Q3
Sell
-35
Closed -$1K 221
2021
Q2
$1K Sell
35
-43,882
-100% -$1.25M ﹤0.01% 78
2021
Q1
$1.07M Sell
43,917
-785
-2% -$19.1K 0.43% 55
2020
Q4
$1.04M Sell
44,702
-725
-2% -$16.8K 0.47% 46
2020
Q3
$909K Sell
45,427
-2,048
-4% -$41K 0.42% 50
2020
Q2
$726K Buy
+47,475
New +$726K 0.32% 53