Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-125,790
Closed -$1.84M 638
2024
Q3
$1.84M Buy
125,790
+53,034
+73% +$776K 0.19% 168
2024
Q2
$1.14M Buy
72,756
+25,201
+53% +$395K 0.11% 231
2024
Q1
$825K Sell
47,555
-15,906
-25% -$276K 0.1% 249
2023
Q4
$899K Buy
63,461
+19,693
+45% +$279K 0.16% 199
2023
Q3
$588K Buy
+43,768
New +$588K 0.13% 203
2020
Q4
Sell
-16,259
Closed -$128K 557
2020
Q3
$128K Buy
+16,259
New +$128K 0.01% 447