Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,525
Closed -$544K 592
2023
Q4
$544K Buy
9,525
+2,492
+35% +$142K 0.18% 190
2023
Q3
$322K Buy
+7,033
New +$322K 0.23% 160
2023
Q1
Sell
-15,771
Closed -$536K 640
2022
Q4
$536K Buy
+15,771
New +$536K 0.1% 276
2021
Q2
Sell
-6,412
Closed -$478K 520
2021
Q1
$478K Buy
6,412
+2,421
+61% +$180K 0.06% 376
2020
Q4
$360K Buy
+3,991
New +$360K 0.04% 376
2019
Q4
Sell
-26,401
Closed -$1.2M 623
2019
Q3
$1.2M Buy
+26,401
New +$1.2M 0.09% 291