Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,406
Closed -$536K 620
2023
Q4
$536K Sell
16,406
-3,149
-16% -$103K 0.09% 264
2023
Q3
$636K Buy
+19,555
New +$636K 0.15% 193
2020
Q4
Sell
-127,312
Closed -$3.28M 439
2020
Q3
$3.28M Buy
127,312
+114,194
+871% +$2.94M 0.31% 76
2020
Q2
$338K Buy
+13,118
New +$338K 0.02% 288
2019
Q1
Sell
-114,384
Closed -$2.31M 587
2018
Q4
$2.31M Buy
+114,384
New +$2.31M 0.23% 85