Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,265
Closed -$212K 1502
2024
Q1
$212K Buy
+2,265
New +$212K 0.02% 761
2023
Q3
Sell
-2,940
Closed -$254K 1511
2023
Q2
$254K Buy
+2,940
New +$254K 0.02% 690
2022
Q4
Sell
-3,502
Closed -$210K 1814
2022
Q3
$210K Buy
+3,502
New +$210K 0.02% 841
2019
Q3
Sell
-9,676
Closed -$486K 1546
2019
Q2
$486K Buy
+9,676
New +$486K 0.03% 526