Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,219
Closed -$368K 628
2024
Q2
$368K Sell
6,219
-15,651
-72% -$926K 0.04% 356
2024
Q1
$1.43M Buy
21,870
+15,455
+241% +$1.01M 0.18% 175
2023
Q4
$461K Buy
+6,415
New +$461K 0.08% 290
2022
Q3
Sell
-2,350
Closed -$254K 384
2022
Q2
$254K Buy
+2,350
New +$254K 0.11% 165
2019
Q4
Sell
-97,617
Closed -$7.44M 323
2019
Q3
$7.44M Buy
97,617
+81,782
+516% +$6.23M 0.51% 60
2019
Q2
$1.41M Buy
+15,835
New +$1.41M 0.09% 222