Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,200
Closed -$206K 368
2024
Q2
$206K Buy
+2,200
New +$206K 0.02% 312
2023
Q3
Sell
-12,142
Closed -$842K 318
2023
Q2
$842K Buy
+12,142
New +$842K 0.11% 171
2021
Q3
Sell
-6,812
Closed -$1.67M 368
2021
Q2
$1.67M Buy
+6,812
New +$1.67M 0.18% 171
2021
Q1
Sell
-5,069
Closed -$1.29M 378
2020
Q4
$1.29M Buy
5,069
+4,069
+407% +$1.03M 0.15% 189
2020
Q3
$214K Buy
+1,000
New +$214K 0.03% 273