Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-52,477
Closed -$586K 136
2024
Q2
$586K Buy
+52,477
New +$586K 0.18% 75
2021
Q3
Sell
-20,215
Closed -$461K 118
2021
Q2
$461K Buy
+20,215
New +$461K 0.15% 75
2018
Q1
Sell
-15,000
Closed -$181K 96
2017
Q4
$181K Buy
+15,000
New +$181K 0.08% 79