Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8
Closed -$847 870
2024
Q2
$847 Buy
+8
New +$847 ﹤0.01% 768
2022
Q4
Sell
-5,299
Closed -$237K 563
2022
Q3
$237K Buy
+5,299
New +$237K 0.01% 441
2022
Q2
Sell
-9,332
Closed -$715K 526
2022
Q1
$715K Buy
+9,332
New +$715K 0.02% 283
2020
Q1
Sell
-3,078
Closed -$324K 454
2019
Q4
$324K Hold
3,078
0.01% 381
2019
Q3
$272K Buy
3,078
+110
+4% +$9.72K 0.01% 274
2019
Q2
$281K Buy
2,968
+704
+31% +$66.7K 0.01% 402
2019
Q1
$276K Buy
+2,264
New +$276K 0.01% 275