Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,598
Closed -$230K 109
2024
Q1
$230K Buy
+4,598
New +$230K 0.07% 106
2022
Q2
Sell
-1,177
Closed -$66K 167
2022
Q1
$66K Buy
+1,177
New +$66K 0.03% 142
2020
Q4
Sell
-6,758
Closed -$266K 91
2020
Q3
$266K Buy
6,758
+6
+0.1% +$236 0.15% 82
2020
Q2
$315K Buy
6,752
+718
+12% +$33.5K 0.19% 77
2020
Q1
$237K Sell
6,034
-286
-5% -$11.2K 0.18% 79
2019
Q4
$303K Buy
+6,320
New +$303K 0.18% 81