Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,682
Closed -$128K 155
2024
Q1
$128K Sell
10,682
-1,947
-15% -$23.2K 0.32% 143
2023
Q4
$137K Buy
+12,629
New +$137K 0.34% 144
2019
Q1
Sell
-3,365
Closed -$92K 506
2018
Q4
$92K Buy
+3,365
New +$92K 0.02% 316