Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$936K Buy
+19,265
New +$936K 0.03% 224
2024
Q1
Sell
-7,291
Closed -$460K 493
2023
Q4
$460K Buy
+7,291
New +$460K 0.02% 340
2023
Q3
Sell
-4,109
Closed -$429K 478
2023
Q2
$429K Buy
+4,109
New +$429K 0.06% 290
2021
Q2
Sell
-3,271
Closed -$362K 483
2021
Q1
$362K Buy
+3,271
New +$362K 0.03% 204
2019
Q3
Sell
-3,592
Closed -$298K 436
2019
Q2
$298K Buy
+3,592
New +$298K 0.04% 271
2018
Q1
Sell
-10,461
Closed -$859K 319
2017
Q4
$859K Sell
10,461
-36,005
-77% -$2.96M 0.04% 177
2017
Q3
$3.6M Buy
+46,466
New +$3.6M 0.13% 110
2017
Q2
Sell
-34,590
Closed -$2.09M 448
2017
Q1
$2.09M Buy
+34,590
New +$2.09M 0.01% 120