Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,221
Closed -$50.1K 377
2024
Q1
$50.1K Buy
+20,221
New +$50.1K 0.03% 304
2023
Q2
Sell
-14,700
Closed -$41.5K 358
2023
Q1
$41.5K Buy
+14,700
New +$41.5K 0.02% 330
2022
Q1
Sell
-16,636
Closed -$46.6K 549
2021
Q4
$46.6K Buy
+16,636
New +$46.6K 0.01% 549
2017
Q3
Sell
-14,701
Closed -$81K 167
2017
Q2
$81K Buy
+14,701
New +$81K 0.03% 373