Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-26,949
Closed -$162K 916
2024
Q2
$162K Buy
+26,949
New +$162K 0.02% 658
2023
Q4
Sell
-12,280
Closed -$86.5K 798
2023
Q3
$86.5K Buy
+12,280
New +$86.5K 0.01% 575
2020
Q3
Sell
-4,811
Closed -$202K 631
2020
Q2
$202K Buy
+4,811
New +$202K 0.15% 273
2020
Q1
Sell
-39,200
Closed -$829K 660
2019
Q4
$829K Buy
+39,200
New +$829K 0.04% 474