Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,006
Closed -$289K 808
2023
Q4
$289K Buy
+2,006
New +$289K 0.07% 324
2020
Q1
Sell
-319
Closed -$20K 755
2019
Q4
$20K Hold
319
0.01% 926
2019
Q3
$20K Sell
319
-254
-44% -$15.9K 0.01% 924
2019
Q2
$37K Buy
573
+254
+80% +$16.4K 0.01% 751
2019
Q1
$20K Buy
+319
New +$20K 0.01% 757