Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-868
Closed -$301K 462
2024
Q1
$301K Buy
+868
New +$301K 0.01% 196
2023
Q2
Sell
-1,641
Closed -$797K 309
2023
Q1
$797K Buy
+1,641
New +$797K 0.01% 97
2022
Q2
Sell
-481
Closed -$209K 220
2022
Q1
$209K Buy
+481
New +$209K 0.01% 162
2021
Q3
Sell
-479
Closed -$212K 230
2021
Q2
$212K Buy
+479
New +$212K 0.01% 178
2020
Q2
Sell
-4,069
Closed -$1.28M 190
2020
Q1
$1.28M Buy
+4,069
New +$1.28M 0.05% 62
2018
Q1
Sell
-1,992
Closed -$494K 297
2017
Q4
$494K Buy
+1,992
New +$494K 0.05% 202