Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,776
Closed -$214K 31
2024
Q1
$214K Buy
+2,776
New +$214K 0.34% 28
2021
Q2
Sell
-6,024
Closed -$328K 79
2021
Q1
$328K Sell
6,024
-529
-8% -$28.8K 0.2% 50
2020
Q4
$334K Sell
6,553
-199
-3% -$10.1K 0.28% 31
2020
Q3
$246K Buy
+6,752
New +$246K 0.16% 33
2020
Q1
Sell
-12,240
Closed -$364K 71
2019
Q4
$364K Buy
+12,240
New +$364K 0.17% 44