Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.44M Buy
32,713
+28,042
+600% +$1.24M 0.34% 67
2023
Q4
$235K Sell
4,671
-2,879
-38% -$145K 0.06% 219
2023
Q3
$268K Sell
7,550
-1,506
-17% -$53.5K 0.07% 250
2023
Q2
$303K Sell
9,056
-8,046
-47% -$269K 0.07% 251
2023
Q1
$559K Sell
17,102
-3,257
-16% -$106K 0.13% 161
2022
Q4
$538K Sell
20,359
-2,486
-11% -$65.7K 0.13% 170
2022
Q3
$589K Sell
22,845
-28,897
-56% -$745K 0.15% 152
2022
Q2
$1.94M Buy
51,742
+1,249
+2% +$46.7K 0.36% 75
2022
Q1
$2.5M Buy
+50,493
New +$2.5M 0.43% 62
2021
Q3
$2.73M Sell
51,252
-652
-1% -$34.7K 0.49% 53
2021
Q2
$2.91M Buy
51,904
+1,910
+4% +$107K 0.55% 45
2021
Q1
$3.2M Sell
49,994
-1,813
-3% -$116K 0.66% 33
2020
Q4
$2.58M Buy
51,807
+318
+0.6% +$15.8K 0.58% 42
2020
Q3
$2.67M Buy
51,489
+586
+1% +$30.3K 0.69% 34
2020
Q2
$3.05M Sell
50,903
-1,144
-2% -$68.5K 1.15% 14
2020
Q1
$2.82M Buy
52,047
+3,141
+6% +$170K 1.24% 12
2019
Q4
$2.93M Buy
+48,906
New +$2.93M 1.16% 14