Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,849
Closed -$564K 532
2023
Q4
$564K Buy
+8,849
New +$564K 0.05% 315
2022
Q3
Sell
-3,703
Closed -$301K 522
2022
Q2
$301K Buy
+3,703
New +$301K 0.06% 338
2020
Q4
Sell
-1,015
Closed -$70K 1078
2020
Q3
$70K Buy
+1,015
New +$70K 0.05% 377
2020
Q2
Sell
-896
Closed -$75K 1190
2020
Q1
$75K Sell
896
-1,031
-54% -$86.3K 0.02% 678
2019
Q4
$180K Buy
+1,927
New +$180K 0.02% 637