Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,120
Closed -$223K 216
2023
Q4
$223K Buy
+5,120
New +$223K 0.06% 146
2020
Q3
Sell
-8,395
Closed -$440K 301
2020
Q2
$440K Buy
+8,395
New +$440K 0.08% 155
2020
Q1
Sell
-89,805
Closed -$3.24M 288
2019
Q4
$3.24M Buy
+89,805
New +$3.24M 0.69% 27
2017
Q4
Sell
-7,716
Closed -$297K 206
2017
Q3
$297K Buy
+7,716
New +$297K 0.09% 142
2017
Q2
Sell
-6,507
Closed -$218K 188
2017
Q1
$218K Buy
+6,507
New +$218K 0.06% 260
2015
Q3
Sell
-32,582
Closed -$826K 298
2015
Q2
$826K Buy
32,582
+16,352
+101% +$415K 0.14% 122
2015
Q1
$394K Sell
16,230
-39,468
-71% -$958K 0.13% 174
2014
Q4
$1.32M Buy
+55,698
New +$1.32M 0.24% 100