Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,372
Closed -$327K 244
2024
Q2
$327K Buy
+1,372
New +$327K 0.03% 213
2021
Q2
Sell
-1,105
Closed -$236K 180
2021
Q1
$236K Buy
1,105
+91
+9% +$19.4K 0.03% 208
2020
Q4
$219K Buy
+1,014
New +$219K 0.03% 214