Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,007
Closed -$269K 408
2024
Q2
$269K Buy
+5,007
New +$269K 0.15% 199
2023
Q3
Sell
-5,346
Closed -$239K 369
2023
Q2
$239K Buy
+5,346
New +$239K 0.11% 233
2022
Q1
Sell
-6,050
Closed -$402K 274
2021
Q4
$402K Buy
6,050
+1,022
+20% +$67.9K 0.31% 68
2021
Q3
$350K Buy
+5,028
New +$350K 0.28% 97
2020
Q2
Sell
-58,976
Closed -$1.77M 172
2020
Q1
$1.77M Buy
+58,976
New +$1.77M 2.15% 10