Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,699
Closed -$471K 221
2024
Q3
$471K Buy
+11,699
New +$471K 0.07% 133
2024
Q2
Sell
-13,456
Closed -$428K 185
2024
Q1
$428K Buy
13,456
+7,608
+130% +$242K 0.07% 72
2023
Q4
$219K Buy
+5,848
New +$219K 0.04% 132
2020
Q1
Sell
-1,779
Closed -$105K 180
2019
Q4
$105K Buy
+1,779
New +$105K 0.03% 147
2017
Q3
Sell
-2,592
Closed -$140K 240
2017
Q2
$140K Sell
2,592
-67
-3% -$3.62K 0.08% 90
2017
Q1
$140 Buy
+2,659
New +$140 0.07% 97
2014
Q3
Sell
-404
Closed -$27K 271
2014
Q2
$27K Sell
404
-345
-46% -$23.1K 0.01% 205
2014
Q1
$50K Buy
+749
New +$50K 0.02% 266