Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,691
Closed -$310K 560
2024
Q3
$310K Sell
4,691
-2,650
-36% -$175K 0.03% 370
2024
Q2
$445K Sell
7,341
-2,240
-23% -$136K 0.04% 343
2024
Q1
$546K Buy
+9,581
New +$546K 0.07% 318
2023
Q4
Sell
-6,169
Closed -$356K 501
2023
Q3
$356K Buy
+6,169
New +$356K 0.08% 291
2019
Q2
Sell
-5,171
Closed -$445K 503
2019
Q1
$445K Sell
5,171
-53,078
-91% -$4.57M 0.04% 351
2018
Q4
$3.7M Buy
+58,249
New +$3.7M 0.36% 57