Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,949
Closed -$251K 276
2024
Q3
$251K Buy
+6,949
New +$251K 0.1% 252
2024
Q1
Sell
-6,450
Closed -$219K 251
2023
Q4
$219K Buy
+6,450
New +$219K 0.14% 221
2019
Q4
Sell
-6,757
Closed -$204K 346
2019
Q3
$204K Buy
6,757
+2,450
+57% +$74K 0.09% 286
2019
Q2
$128K Sell
4,307
-2,575
-37% -$76.5K 0.05% 332
2019
Q1
$173K Buy
+6,882
New +$173K 0.07% 246