Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,473
Closed -$91K 1644
2024
Q1
$91K Sell
13,473
-33,795
-71% -$228K 0.01% 934
2023
Q4
$289K Buy
+47,268
New +$289K 0.02% 621
2021
Q1
Sell
-24,915
Closed -$164K 1849
2020
Q4
$164K Buy
+24,915
New +$164K 0.02% 924
2019
Q4
Sell
-13,771
Closed -$127K 1681
2019
Q3
$127K Buy
+13,771
New +$127K 0.01% 1044
2018
Q2
Sell
-17,225
Closed -$160K 2289
2018
Q1
$160K Sell
17,225
-28,789
-63% -$267K 0.01% 1443
2017
Q4
$337K Buy
46,014
+21,488
+88% +$157K 0.02% 1159
2017
Q3
$213K Buy
+24,526
New +$213K 0.01% 1779