Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$742K Sell
2,139
-1,529
-42% -$530K 0.34% 81
2023
Q4
$1.68M Buy
+3,668
New +$1.68M 0.54% 26
2023
Q3
Sell
-8,490
Closed -$3.8M 454
2023
Q2
$3.8M Buy
+8,490
New +$3.8M 0.65% 22
2018
Q1
Sell
-15,566
Closed -$3.86M 619
2017
Q4
$3.86M Buy
15,566
+14,565
+1,455% +$3.61M 0.31% 94
2017
Q3
$244K Sell
1,001
-8,733
-90% -$2.13M 0.02% 542
2017
Q2
$2.34M Buy
9,734
+698
+8% +$168K 0.18% 208
2017
Q1
$1.86M Buy
+9,036
New +$1.86M 0.14% 269