Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-177
Closed -$12.9K 507
2024
Q3
$12.9K Sell
177
-63
-26% -$4.6K ﹤0.01% 820
2024
Q2
$16.1K Buy
+240
New +$16.1K ﹤0.01% 770
2021
Q3
Sell
-3,546
Closed -$101K 1241
2021
Q2
$101K Buy
+3,546
New +$101K ﹤0.01% 1411
2020
Q1
Sell
-13,526
Closed -$323K 1427
2019
Q4
$323K Buy
+13,526
New +$323K ﹤0.01% 1409