Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,139
Closed -$216K 150
2024
Q1
$216K Buy
+1,139
New +$216K 0.13% 135
2021
Q3
Sell
-4,543
Closed -$848K 113
2021
Q2
$848K Sell
4,543
-358
-7% -$66.8K 0.78% 35
2021
Q1
$1.02M Sell
4,901
-644
-12% -$134K 0.93% 33
2020
Q4
$976K Buy
+5,545
New +$976K 0.87% 35