Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,470
Closed -$461K 360
2024
Q2
$461K Sell
1,470
-3,039
-67% -$952K 0.01% 254
2024
Q1
$1.28M Buy
+4,509
New +$1.28M 0.02% 215
2020
Q3
Sell
-3,736
Closed -$832K 326
2020
Q2
$832K Buy
3,736
+807
+28% +$180K 0.04% 219
2020
Q1
$580K Buy
+2,929
New +$580K 0.03% 237