Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-437
Closed -$76.1K 354
2023
Q4
$76.1K Buy
+437
New +$76.1K 0.04% 171
2023
Q3
Sell
-452
Closed -$74.1K 370
2023
Q2
$74.1K Buy
+452
New +$74.1K 0.02% 197
2022
Q3
Sell
-320
Closed -$33K 341
2022
Q2
$33K Buy
+320
New +$33K 0.02% 222
2018
Q4
Sell
-4,121
Closed -$261K 156
2018
Q3
$261K Sell
4,121
-1,450
-26% -$91.8K 0.07% 140
2018
Q2
$348K Buy
5,571
+96
+2% +$6K 0.1% 121
2018
Q1
$334K Buy
+5,475
New +$334K 0.1% 130