Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,582
Closed -$203K 711
2024
Q3
$203K Buy
+1,582
New +$203K 0.01% 702
2022
Q1
Sell
-4,721
Closed -$648K 1647
2021
Q4
$648K Buy
+4,721
New +$648K 0.01% 765
2021
Q3
Sell
-3,990
Closed -$401K 1456
2021
Q2
$401K Buy
+3,990
New +$401K 0.01% 924
2020
Q1
Sell
-18,363
Closed -$1.53M 1648
2019
Q4
$1.53M Buy
+18,363
New +$1.53M 0.02% 576
2019
Q3
Sell
-4,415
Closed -$385K 1808
2019
Q2
$385K Buy
+4,415
New +$385K 0.01% 944