Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,859
Closed -$732K 626
2024
Q3
$732K Buy
+20,859
New +$732K 0.09% 238
2023
Q2
Sell
-7,635
Closed -$234K 647
2023
Q1
$234K Buy
+7,635
New +$234K 0.02% 466
2021
Q3
Sell
-1,571
Closed -$63K 897
2021
Q2
$63K Buy
+1,571
New +$63K 0.01% 679
2021
Q1
Sell
-2,109
Closed -$69K 1154
2020
Q4
$69K Buy
+2,109
New +$69K 0.01% 731
2020
Q1
Sell
-8,231
Closed -$287K 1390
2019
Q4
$287K Buy
+8,231
New +$287K 0.03% 533