Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-168
Closed -$94.1K 239
2023
Q4
$94.1K Buy
168
+41
+32% +$23K 0.02% 156
2023
Q3
$58.5K Buy
+127
New +$58.5K 0.02% 143
2022
Q1
Sell
-3,273
Closed -$1.42M 186
2021
Q4
$1.42M Buy
+3,273
New +$1.42M 0.14% 69
2020
Q4
Sell
-1,848
Closed -$358K 187
2020
Q3
$358K Buy
1,848
+10
+0.5% +$1.94K 0.07% 86
2020
Q2
$355K Buy
+1,838
New +$355K 0.1% 55
2020
Q1
Sell
-2,571
Closed -$458K 204
2019
Q4
$458K Buy
2,571
+1,736
+208% +$309K 0.12% 54
2019
Q3
$133K Buy
+835
New +$133K 0.03% 99
2019
Q2
Sell
-216
Closed -$26K 253
2019
Q1
$26K Buy
+216
New +$26K 0.01% 159
2017
Q4
Sell
-609
Closed -$64K 238
2017
Q3
$64K Buy
+609
New +$64K 0.04% 133