Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,659
Closed -$229K 287
2024
Q1
$229K Buy
+1,659
New +$229K 0.12% 231
2023
Q4
Sell
-6,135
Closed -$580K 275
2023
Q3
$580K Buy
+6,135
New +$580K 0.32% 123
2022
Q3
Sell
-4,700
Closed -$376K 156
2022
Q2
$376K Buy
+4,700
New +$376K 0.85% 45
2020
Q1
Sell
-3,872
Closed -$291K 84
2019
Q4
$291K Sell
3,872
-3,648
-49% -$274K 0.12% 262
2019
Q3
$429K Buy
+7,520
New +$429K 0.2% 171