Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,675
Closed -$207K 156
2024
Q2
$207K Buy
6,675
+400
+6% +$12.4K 0.02% 142
2024
Q1
$277K Buy
+6,275
New +$277K 0.03% 124
2023
Q4
Sell
-2,850
Closed -$101K 243
2023
Q3
$101K Buy
+2,850
New +$101K 0.01% 177
2022
Q1
Sell
-4,113
Closed -$212K 141
2021
Q4
$212K Buy
+4,113
New +$212K 0.02% 123
2020
Q1
Sell
-3,368
Closed -$202K 99
2019
Q4
$202K Buy
+3,368
New +$202K 0.04% 74