Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$4.19M Buy
10,368
+4,358
+73% +$1.76M 0.92% 25
2024
Q3
$1.57M Sell
6,010
-4,024
-40% -$1.05M 0.25% 97
2024
Q2
$1.76M Hold
10,034
0.29% 86
2024
Q1
$1.76M Buy
10,034
+213
+2% +$37.4K 0.29% 86
2023
Q4
$2.44M Sell
9,821
-1,338
-12% -$332K 0.43% 54
2023
Q3
$2.79M Buy
11,159
+2,480
+29% +$621K 0.54% 42
2023
Q2
$2.27M Buy
8,679
+3,054
+54% +$799K 0.42% 62
2023
Q1
$968K Sell
5,625
-1,066
-16% -$183K 0.3% 98
2022
Q4
$1.12M Buy
6,691
+3,449
+106% +$575K 0.36% 87
2022
Q3
$859K Buy
3,242
+77
+2% +$20.4K 0.34% 94
2022
Q2
$710K Buy
3,165
+1,053
+50% +$236K 0.41% 66
2022
Q1
$759K Buy
2,112
+618
+41% +$222K 0.39% 69
2021
Q4
$526K Sell
1,494
-519
-26% -$183K 0.31% 79
2021
Q3
$520K Sell
2,013
-300
-13% -$77.5K 0.24% 106
2021
Q2
$524K Buy
2,313
+135
+6% +$30.6K 0.23% 112
2021
Q1
$485K Buy
2,178
+384
+21% +$85.5K 0.21% 128
2020
Q4
$422K Sell
1,794
-687
-28% -$162K 0.2% 129
2020
Q3
$355K Sell
2,481
-819
-25% -$117K 0.21% 119
2020
Q2
$238K Buy
+3,300
New +$238K 0.15% 153