Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,031
Closed -$218K 154
2024
Q1
$218K Buy
+4,031
New +$218K 0.55% 126
2020
Q2
Sell
-3,353
Closed -$59K 334
2020
Q1
$59K Sell
3,353
-250
-7% -$4.4K 0.01% 338
2019
Q4
$151K Buy
3,603
+1,815
+102% +$76.1K 0.03% 298
2019
Q3
$73K Buy
+1,788
New +$73K 0.01% 358