Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-675
Closed -$211K 265
2024
Q1
$211K Buy
+675
New +$211K 0.06% 265
2021
Q1
Sell
-1,823
Closed -$219K 289
2020
Q4
$219K Sell
1,823
-404
-18% -$48.5K 0.06% 245
2020
Q3
$227K Buy
+2,227
New +$227K 0.08% 215