Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,955
Closed -$1.22M 160
2024
Q1
$1.22M Buy
+12,955
New +$1.22M 0.26% 68
2023
Q4
Sell
-19,408
Closed -$1.86M 268
2023
Q3
$1.86M Buy
+19,408
New +$1.86M 0.61% 31
2022
Q2
Sell
-76
Closed -$10K 403
2022
Q1
$10K Buy
+76
New +$10K ﹤0.01% 397
2020
Q1
Sell
-10
Closed -$1K 360
2019
Q4
$1K Buy
+10
New +$1K ﹤0.01% 337