Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.41M Buy
5,040
+153
+3% +$42.7K 0.33% 69
2023
Q4
$1.27M Sell
4,887
-2,510
-34% -$653K 0.33% 64
2023
Q3
$1.7M Sell
7,397
-56
-0.8% -$12.9K 0.41% 53
2023
Q2
$1.77M Buy
7,453
+73
+1% +$17.3K 0.4% 55
2023
Q1
$1.66M Sell
7,380
-306
-4% -$69K 0.4% 55
2022
Q4
$1.6M Sell
7,686
-34
-0.4% -$7.06K 0.39% 65
2022
Q3
$1.37M Sell
7,720
-9,713
-56% -$1.72M 0.36% 70
2022
Q2
$3.43M Sell
17,433
-48
-0.3% -$9.45K 0.63% 39
2022
Q1
$3.88M Buy
+17,481
New +$3.88M 0.66% 35
2021
Q3
$3.92M Buy
17,618
+573
+3% +$128K 0.71% 32
2021
Q2
$3.99M Buy
17,045
+2,013
+13% +$471K 0.75% 30
2021
Q1
$3.18M Sell
15,032
-1,081
-7% -$229K 0.66% 34
2020
Q4
$3.52M Buy
16,113
+907
+6% +$198K 0.79% 22
2020
Q3
$3.04M Buy
15,206
+8,240
+118% +$1.65M 0.78% 23
2020
Q2
$1.35M Sell
6,966
-389
-5% -$75.2K 0.51% 51
2020
Q1
$1.19M Buy
7,355
+1,441
+24% +$232K 0.52% 50
2019
Q4
$1.11M Buy
+5,914
New +$1.11M 0.44% 62