Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,175
Closed -$218K 100
2024
Q1
$218K Buy
+3,175
New +$218K 0.04% 95
2023
Q1
Sell
-1,710
Closed -$205K 138
2022
Q4
$205K Buy
+1,710
New +$205K 0.06% 167
2022
Q1
Sell
-6,527
Closed -$1.43M 97
2021
Q4
$1.43M Buy
+6,527
New +$1.43M 0.43% 74
2021
Q2
Sell
-4,985
Closed -$1.01M 78
2021
Q1
$1.01M Sell
4,985
-1,955
-28% -$394K 0.54% 72
2020
Q4
$1.24M Buy
+6,940
New +$1.24M 0.62% 67