Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,606
Closed -$32.3K 2166
2023
Q4
$32.3K Buy
+4,606
New +$32.3K ﹤0.01% 1086
2022
Q1
Sell
-397
Closed -$63K 1586
2021
Q4
$63K Buy
+397
New +$63K ﹤0.01% 747
2021
Q2
Sell
-142
Closed -$17K 1074
2021
Q1
$17K Buy
+142
New +$17K ﹤0.01% 553
2020
Q3
Sell
-262
Closed -$37K 970
2020
Q2
$37K Buy
262
+146
+126% +$20.6K ﹤0.01% 490
2020
Q1
$18K Buy
+116
New +$18K ﹤0.01% 552
2019
Q1
Sell
-142
Closed -$69K 1492
2018
Q4
$69K Buy
+142
New +$69K ﹤0.01% 958