Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-50
Closed -$4.08K 233
2024
Q2
$4.08K Buy
+50
New +$4.08K ﹤0.01% 297
2020
Q2
Sell
-32,855
Closed -$717K 95
2020
Q1
$717K Buy
+32,855
New +$717K 0.51% 62
2019
Q3
$1.72M Sell
24,162
-1,365
-5% -$97.2K 1.02% 36
2019
Q2
$1.77M Buy
+25,527
New +$1.77M 1.12% 28
2018
Q2
Sell
-2,451
Closed -$138K 245
2018
Q1
$138K Buy
+2,451
New +$138K 0.1% 77