Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,239
Closed -$391K 886
2024
Q2
$391K Buy
+8,239
New +$391K 0.01% 633
2020
Q2
Sell
-17,668
Closed -$695K 509
2020
Q1
$695K Buy
+17,668
New +$695K 0.06% 170
2019
Q3
Sell
-5,694
Closed -$312K 228
2019
Q2
$312K Buy
+5,694
New +$312K 0.04% 197
2019
Q1
Sell
-5,377
Closed -$233K 223
2018
Q4
$233K Buy
+5,377
New +$233K 0.02% 229
2018
Q1
Sell
-17,780
Closed -$681K 262
2017
Q4
$681K Buy
+17,780
New +$681K 0.04% 191