Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,590
Closed -$227K 297
2024
Q3
$227K Buy
+2,590
New +$227K 0.09% 259
2023
Q2
Sell
-428
Closed -$41.1K 337
2023
Q1
$41.1K Buy
+428
New +$41.1K 0.04% 340
2020
Q1
Sell
-3,428
Closed -$247K 82
2019
Q4
$247K Buy
3,428
+220
+7% +$15.9K 0.1% 287
2019
Q3
$212K Sell
3,208
-1,354
-30% -$89.5K 0.1% 281
2019
Q2
$283K Buy
4,562
+1,368
+43% +$84.9K 0.11% 218
2019
Q1
$173K Buy
+3,194
New +$173K 0.07% 247