Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-370
Closed -$206K 131
2024
Q2
$206K Buy
+370
New +$206K 0.12% 114
2022
Q3
Sell
-1,271
Closed -$465K 104
2022
Q2
$465K Buy
+1,271
New +$465K 0.36% 62
2021
Q3
$816K Sell
1,482
-55
-4% -$30.3K 0.54% 40
2021
Q2
$901K Buy
+1,537
New +$901K 0.55% 41
2020
Q4
$578K Buy
+1,156
New +$578K 0.48% 54
2020
Q2
Sell
-73
Closed -$23.2K 120
2020
Q1
$23.2K Sell
73
-89
-55% -$28.3K 0.02% 318
2019
Q4
$53.4K Buy
+162
New +$53.4K 0.05% 230