Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-74,214
Closed -$2.35M 81
2024
Q3
$2.35M Buy
74,214
+1,518
+2% +$48.2K 0.61% 35
2024
Q2
$2.34M Buy
72,696
+469
+0.6% +$15.1K 0.59% 32
2024
Q1
$2.69M Sell
72,227
-2,298
-3% -$85.6K 0.74% 23
2023
Q4
$2.3M Buy
74,525
+616
+0.8% +$19K 0.66% 34
2023
Q3
$2.49M Buy
73,909
+728
+1% +$24.5K 0.73% 21
2023
Q2
$2.22M Sell
73,181
-9,273
-11% -$281K 0.64% 31
2023
Q1
$2.18M Buy
+82,454
New +$2.18M 0.68% 27
2021
Q3
Sell
-1,521
Closed -$49K 202
2021
Q2
$49K Buy
1,521
+361
+31% +$11.6K 0.05% 54
2021
Q1
$35K Buy
1,160
+938
+423% +$28.3K 0.01% 70
2020
Q4
$6K Buy
+222
New +$6K ﹤0.01% 75