Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,668
Closed -$1.02M 340
2023
Q4
$1.02M Buy
16,668
+619
+4% +$38K 0.18% 95
2023
Q3
$938K Sell
16,049
-220
-1% -$12.9K 0.29% 78
2023
Q2
$1.09M Buy
+16,269
New +$1.09M 0.33% 72
2020
Q2
Sell
-3,383
Closed -$324K 51
2020
Q1
$324K Sell
3,383
-596
-15% -$57.1K 0.23% 48
2019
Q4
$430K Hold
3,979
0.23% 46
2019
Q3
$412K Sell
3,979
-1,407
-26% -$146K 0.22% 43
2019
Q2
$616K Buy
+5,386
New +$616K 0.28% 36