Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,812
Closed -$333K 447
2024
Q3
$333K Buy
+9,812
New +$333K 0.04% 346
2021
Q3
Sell
-1,819
Closed -$79K 514
2021
Q2
$79K Buy
+1,819
New +$79K 0.01% 642
2021
Q1
Sell
-2,571
Closed -$101K 871
2020
Q4
$101K Buy
2,571
+509
+25% +$20K 0.02% 665
2020
Q3
$72K Buy
+2,062
New +$72K 0.05% 373