Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,528
Closed -$890K 621
2023
Q4
$890K Buy
+9,528
New +$890K 0.09% 322
2023
Q3
Sell
-7,421
Closed -$834K 589
2023
Q2
$834K Buy
+7,421
New +$834K 0.1% 318
2022
Q1
Sell
-26,107
Closed -$3.35M 668
2021
Q4
$3.35M Buy
+26,107
New +$3.35M 0.36% 80
2021
Q2
Sell
-19,641
Closed -$1.58M 569
2021
Q1
$1.58M Sell
19,641
-49,052
-71% -$3.95M 0.14% 268
2020
Q4
$4.3M Buy
68,693
+59,143
+619% +$3.71M 0.32% 71
2020
Q3
$408K Buy
+9,550
New +$408K 0.03% 498