Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,320
Closed -$681K 520
2024
Q3
$681K Buy
15,320
+332
+2% +$14.8K 0.08% 248
2024
Q2
$638K Sell
14,988
-20,824
-58% -$887K 0.08% 266
2024
Q1
$1.49M Sell
35,812
-13,373
-27% -$556K 0.12% 199
2023
Q4
$1.81M Buy
+49,185
New +$1.81M 0.16% 168
2020
Q3
Sell
-3,591
Closed -$62K 864
2020
Q2
$62K Sell
3,591
-24,153
-87% -$417K 0.02% 597
2020
Q1
$322K Buy
+27,744
New +$322K 0.07% 327