Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,118
Closed -$99.7K 3318
2024
Q2
$99.7K Buy
+11,118
New +$99.7K ﹤0.01% 2957
2021
Q4
Sell
-38,347
Closed -$447K 1163
2021
Q3
$447K Buy
38,347
+7,911
+26% +$92.2K ﹤0.01% 869
2021
Q2
$467K Hold
30,436
﹤0.01% 806
2021
Q1
$508K Sell
30,436
-2,222
-7% -$37.1K ﹤0.01% 736
2020
Q4
$466K Buy
+32,658
New +$466K ﹤0.01% 689
2020
Q3
Sell
-35,004
Closed -$463K 719
2020
Q2
$463K Sell
35,004
-19
-0.1% -$251 ﹤0.01% 618
2020
Q1
$382K Buy
+35,023
New +$382K ﹤0.01% 617