Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,918
Closed -$241K 223
2023
Q4
$241K Buy
+2,918
New +$241K 0.22% 50
2020
Q2
Sell
-12,872
Closed -$441K 90
2020
Q1
$441K Sell
12,872
-793
-6% -$27.2K 0.48% 62
2019
Q4
$723K Buy
13,665
+5
+0% +$265 0.64% 56
2019
Q3
$715K Buy
13,660
+6
+0% +$314 0.72% 53
2019
Q2
$748K Sell
13,654
-95
-0.7% -$5.2K 0.79% 53
2019
Q1
$687K Sell
13,749
-1,069
-7% -$53.4K 0.74% 55
2018
Q4
$675K Buy
+14,818
New +$675K 0.84% 51