Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$690K Buy
3,466
+310
+10% +$61.7K 0.32% 93
2023
Q4
$652K Buy
+3,156
New +$652K 0.21% 157
2023
Q3
Sell
-3,110
Closed -$999K 532
2023
Q2
$999K Buy
+3,110
New +$999K 0.17% 203
2020
Q1
Sell
-7,883
Closed -$2.09M 533
2019
Q4
$2.09M Sell
7,883
-4,896
-38% -$1.3M 0.15% 209
2019
Q3
$2.68M Buy
+12,779
New +$2.68M 0.21% 164
2018
Q3
Sell
-2,683
Closed -$265K 583
2018
Q2
$265K Buy
+2,683
New +$265K 0.05% 381