Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,442
Closed -$759K 1505
2024
Q1
$759K Sell
20,442
-5,542
-21% -$206K 0.06% 291
2023
Q4
$859K Buy
+25,984
New +$859K 0.07% 236
2020
Q3
Sell
-19,422
Closed -$301K 1234
2020
Q2
$301K Buy
+19,422
New +$301K 0.03% 546
2019
Q4
Sell
-11,968
Closed -$425K 1591
2019
Q3
$425K Buy
+11,968
New +$425K 0.03% 580
2019
Q1
Sell
-7,786
Closed -$236K 1559
2018
Q4
$236K Buy
+7,786
New +$236K 0.01% 851