Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,387
Closed -$767K 488
2024
Q1
$767K Buy
+8,387
New +$767K 0.06% 269
2023
Q1
Sell
-8,296
Closed -$333K 644
2022
Q4
$333K Buy
+8,296
New +$333K 0.05% 336
2021
Q2
Sell
-167
Closed -$17K 1061
2021
Q1
$17K Sell
167
-1,014
-86% -$103K 0.01% 708
2020
Q4
$118K Sell
1,181
-1,090
-48% -$109K 0.02% 628
2020
Q3
$164K Sell
2,271
-5,189
-70% -$375K 0.11% 209
2020
Q2
$372K Buy
+7,460
New +$372K 0.13% 212