Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,319
Closed -$1.67M 253
2024
Q2
$1.67M Buy
13,319
+7
+0.1% +$877 0.27% 141
2024
Q1
$1.12M Sell
13,312
-5,783
-30% -$484K 0.17% 155
2023
Q4
$1.32M Buy
+19,095
New +$1.32M 0.24% 137
2021
Q2
Sell
-57,013
Closed -$1.71M 333
2021
Q1
$1.71M Sell
57,013
-8,713
-13% -$261K 0.26% 176
2020
Q4
$1.44M Buy
+65,726
New +$1.44M 0.24% 200
2019
Q1
Sell
-100,776
Closed -$682K 264
2018
Q4
$682K Sell
100,776
-1,960
-2% -$13.3K 0.19% 218
2018
Q3
$880K Buy
+102,736
New +$880K 0.13% 236