Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,526
Closed -$359K 650
2024
Q2
$359K Buy
+4,526
New +$359K 0.01% 442
2020
Q4
Sell
-3,819
Closed -$253K 569
2020
Q3
$253K Sell
3,819
-652
-15% -$43.2K 0.01% 457
2020
Q2
$295K Sell
4,471
-96
-2% -$6.33K 0.02% 416
2020
Q1
$248K Buy
4,567
+490
+12% +$26.6K 0.02% 408
2019
Q4
$280K Buy
+4,077
New +$280K 0.01% 448