Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.27M Sell
1,813
-323
-15% -$226K 0.59% 24
2023
Q4
$1.24M Buy
+2,136
New +$1.24M 0.4% 60
2019
Q1
Sell
-36,724
Closed -$3.29M 613
2018
Q4
$3.29M Buy
36,724
+32,116
+697% +$2.87M 0.46% 53
2018
Q3
$468K Buy
+4,608
New +$468K 0.09% 300
2018
Q2
Sell
-13,591
Closed -$1.48M 565
2018
Q1
$1.48M Buy
13,591
+8,083
+147% +$881K 0.18% 194
2017
Q4
$579K Buy
5,508
+1,252
+29% +$132K 0.05% 449
2017
Q3
$451K Buy
+4,256
New +$451K 0.03% 500
2015
Q2
Sell
-7,242
Closed -$422K 558
2015
Q1
$422K Buy
+7,242
New +$422K 0.07% 379