Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-583
Closed -$202K 1181
2024
Q1
$202K Buy
+583
New +$202K 0.01% 1132
2022
Q1
Sell
-867
Closed -$348K 1353
2021
Q4
$348K Hold
867
0.01% 992
2021
Q3
$295K Sell
867
-160
-16% -$54.4K 0.01% 1054
2021
Q2
$356K Sell
1,027
-195
-16% -$67.6K 0.01% 975
2021
Q1
$415K Sell
1,222
-7
-0.6% -$2.38K 0.01% 836
2020
Q4
$447K Buy
+1,229
New +$447K 0.02% 729