Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-367
Closed -$284K 127
2024
Q3
$284K Hold
367
0.15% 99
2024
Q2
$302K Buy
367
+1
+0.3% +$824 0.17% 88
2024
Q1
$256K Buy
366
+1
+0.3% +$699 0.14% 98
2023
Q4
$212K Buy
+365
New +$212K 0.13% 108
2021
Q3
$119K Buy
356
+2
+0.6% +$669 0.08% 145
2021
Q2
$115K Buy
+354
New +$115K 0.07% 160
2020
Q2
Sell
-428
Closed -$50.1K 453
2020
Q1
$50.1K Buy
428
+349
+442% +$40.9K 0.05% 223
2019
Q4
$14.2K Buy
+79
New +$14.2K 0.01% 443