Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,767
Closed -$1.51M 236
2024
Q2
$1.51M Buy
+6,767
New +$1.51M 0.43% 54
2023
Q4
Sell
-6,288
Closed -$1.27M 224
2023
Q3
$1.27M Buy
+6,288
New +$1.27M 0.45% 62
2023
Q2
Sell
-6,186
Closed -$1.21M 244
2023
Q1
$1.21M Sell
6,186
-926
-13% -$180K 0.43% 64
2022
Q4
$1.27M Buy
+7,112
New +$1.27M 0.45% 63
2022
Q3
Sell
-4,159
Closed -$655K 245
2022
Q2
$655K Buy
+4,159
New +$655K 0.17% 150
2021
Q4
Sell
-9,408
Closed -$1.71M 263
2021
Q3
$1.71M Buy
+9,408
New +$1.71M 0.33% 73