Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-60,772
Closed -$192K 576
2024
Q2
$192K Hold
60,772
0.02% 549
2024
Q1
$460K Buy
+60,772
New +$460K 0.04% 245
2021
Q4
Sell
-4,620
Closed -$314K 138
2021
Q3
$314K Buy
+4,620
New +$314K 0.03% 48
2020
Q1
Sell
-6,686
Closed -$253K 199
2019
Q4
$253K Sell
6,686
-5,322
-44% -$201K 0.04% 179
2019
Q3
$360K Buy
+12,008
New +$360K 0.06% 69