Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,711
Closed -$2.97M 462
2024
Q2
$2.97M Sell
14,711
-1,601
-10% -$323K 0.04% 203
2024
Q1
$3.18M Sell
16,312
-10,720
-40% -$2.09M 0.04% 209
2023
Q4
$4.18M Buy
27,032
+10,384
+62% +$1.61M 0.05% 185
2023
Q3
$2.15M Sell
16,648
-852
-5% -$110K 0.03% 229
2023
Q2
$2.39M Buy
+17,500
New +$2.39M 0.03% 213
2021
Q2
Sell
-3,040
Closed -$373K 431
2021
Q1
$373K Sell
3,040
-260
-8% -$31.9K ﹤0.01% 338
2020
Q4
$430K Hold
3,300
﹤0.01% 318
2020
Q3
$514K Buy
3,300
+310
+10% +$48.3K 0.01% 290
2020
Q2
$419K Sell
2,990
-1,930
-39% -$270K 0.01% 289
2020
Q1
$544K Buy
+4,920
New +$544K 0.01% 305