Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$231K Sell
8,149
-7,651
-48% -$217K 0.11% 337
2023
Q4
$405K Buy
+15,800
New +$405K 0.13% 258
2019
Q3
Sell
-47,735
Closed -$840K 519
2019
Q2
$840K Buy
+47,735
New +$840K 0.07% 333
2018
Q2
Sell
-24,858
Closed -$511K 481
2018
Q1
$511K Sell
24,858
-32,472
-57% -$668K 0.06% 400
2017
Q4
$1.21M Sell
57,330
-18,638
-25% -$394K 0.1% 326
2017
Q3
$1.47M Sell
75,968
-15,585
-17% -$301K 0.11% 319
2017
Q2
$1.67M Buy
91,553
+48,873
+115% +$891K 0.13% 286
2017
Q1
$696K Buy
42,680
+31,954
+298% +$521K 0.05% 426
2016
Q4
$149K Buy
+10,726
New +$149K 0.01% 590