Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,825
Closed -$269K 524
2024
Q2
$269K Sell
1,825
-5,564
-75% -$821K 0.03% 390
2024
Q1
$1.13M Buy
7,389
+4,245
+135% +$648K 0.14% 205
2023
Q4
$453K Buy
+3,144
New +$453K 0.08% 294
2020
Q1
Sell
-79,608
Closed -$5.32M 316
2019
Q4
$5.32M Buy
+79,608
New +$5.32M 0.44% 72
2019
Q3
Sell
-24,172
Closed -$1.54M 329
2019
Q2
$1.54M Buy
+24,172
New +$1.54M 0.1% 214