Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,052
Closed -$141K 1211
2024
Q3
$141K Buy
+21,052
New +$141K 0.01% 788
2024
Q2
Sell
-16,139
Closed -$73K 1028
2024
Q1
$73K Buy
+16,139
New +$73K ﹤0.01% 687
2023
Q4
Sell
-42,831
Closed -$387K 1012
2023
Q3
$387K Buy
42,831
+3,774
+10% +$34.1K 0.02% 547
2023
Q2
$378K Buy
+39,057
New +$378K 0.02% 587
2022
Q3
Sell
-28,907
Closed -$628K 1169
2022
Q2
$628K Buy
+28,907
New +$628K 0.03% 434
2021
Q1
Sell
-5,717
Closed -$279K 921
2020
Q4
$279K Buy
+5,717
New +$279K 0.02% 508
2019
Q4
Sell
-13,096
Closed -$20K 364
2019
Q3
$20K Buy
+13,096
New +$20K ﹤0.01% 328