Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-55,580
Closed -$4.06M 484
2024
Q3
$4.06M Sell
55,580
-13,907
-20% -$1.02M 0.48% 64
2024
Q2
$4.66M Buy
+69,487
New +$4.66M 0.57% 51
2020
Q4
Sell
-1,336
Closed -$43K 1022
2020
Q3
$43K Sell
1,336
-2,992
-69% -$96.3K 0.03% 463
2020
Q2
$119K Buy
4,328
+582
+16% +$16K 0.04% 448
2020
Q1
$60K Buy
3,746
+543
+17% +$8.7K 0.01% 729
2019
Q4
$76K Buy
+3,203
New +$76K 0.01% 806