Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-64,295
Closed -$1.01M 1894
2024
Q2
$1.01M Buy
+64,295
New +$1.01M 0.07% 295
2020
Q4
Sell
-15,453
Closed -$122K 1801
2020
Q3
$122K Buy
+15,453
New +$122K 0.02% 687
2018
Q1
Sell
-35,776
Closed -$734K 2606
2017
Q4
$734K Buy
35,776
+17,043
+91% +$350K 0.04% 600
2017
Q3
$395K Buy
+18,733
New +$395K 0.02% 1124