Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,423
Closed -$205K 269
2024
Q2
$205K Buy
+3,423
New +$205K 0.06% 217
2021
Q1
Sell
-4,411
Closed -$1.47M 288
2020
Q4
$1.47M Sell
4,411
-4,138
-48% -$1.37M 0.28% 88
2020
Q3
$1.61M Buy
+8,549
New +$1.61M 0.44% 31
2019
Q4
Sell
-16,442
Closed -$1.67M 195
2019
Q3
$1.67M Buy
+16,442
New +$1.67M 0.24% 116