Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-734
Closed -$316K 62
2024
Q2
$316K Buy
+734
New +$316K 0.05% 352
2020
Q3
Sell
-1,088
Closed -$236K 362
2020
Q2
$236K Buy
+1,088
New +$236K 0.12% 236
2020
Q1
Sell
-1,437
Closed -$359K 532
2019
Q4
$359K Buy
+1,437
New +$359K 0.13% 280
2019
Q2
Sell
-834
Closed -$152K 291
2019
Q1
$152K Buy
+834
New +$152K 0.38% 122