Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.49M Sell
3,691
-39
-1% -$15.8K 0.07% 143
2024
Q3
$976K Buy
3,730
+1,093
+41% +$286K 0.04% 166
2024
Q2
$522K Buy
+2,637
New +$522K 0.03% 208
2024
Q1
Sell
-1,195
Closed -$297K 329
2023
Q4
$297K Buy
1,195
+181
+18% +$45K 0.02% 254
2023
Q3
$254K Sell
1,014
-128
-11% -$32K 0.02% 251
2023
Q2
$299K Buy
1,142
+223
+24% +$58.4K 0.02% 261
2023
Q1
$191K Sell
919
-283
-24% -$58.7K 0.01% 303
2022
Q4
$148K Buy
1,202
+684
+132% +$84.3K 0.01% 307
2022
Q3
$137K Buy
518
+68
+15% +$18K 0.01% 293
2022
Q2
$101K Buy
+450
New +$101K 0.01% 306
2020
Q3
Sell
-3,180
Closed -$229K 254
2020
Q2
$229K Buy
+3,180
New +$229K 0.02% 200