Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$126K Buy
+725
New +$126K 0.06% 95
2020
Q4
Sell
-725
Closed -$59K 113
2020
Q3
$59K Hold
725
0.05% 87
2020
Q2
$41K Hold
725
0.04% 94
2020
Q1
$35K Hold
725
0.04% 95
2019
Q4
$42K Hold
725
0.04% 99
2019
Q3
$34K Hold
725
0.03% 107
2019
Q2
$28K Hold
725
0.03% 108
2019
Q1
$30K Hold
725
0.03% 109
2018
Q4
$27K Hold
725
0.03% 117
2018
Q3
$32K Buy
+725
New +$32K 0.03% 113