Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,504
Closed -$747K 666
2024
Q3
$747K Buy
+5,504
New +$747K 0.29% 96
2023
Q4
Sell
-2,119
Closed -$324K 449
2023
Q3
$324K Sell
2,119
-5,915
-74% -$905K 0.23% 182
2023
Q2
$1.09M Buy
+8,034
New +$1.09M 0.59% 17
2022
Q1
Sell
-5,824
Closed -$431K 338
2021
Q4
$431K Buy
+5,824
New +$431K 0.42% 67
2021
Q2
Sell
-5,184
Closed -$367K 729
2021
Q1
$367K Sell
5,184
-642
-11% -$45.5K 0.11% 356
2020
Q4
$308K Buy
+5,826
New +$308K 0.11% 368