Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,400
Closed -$1.44M 534
2024
Q3
$1.44M Buy
+14,400
New +$1.44M 0.17% 164
2023
Q2
Sell
-11,211
Closed -$933K 548
2023
Q1
$933K Buy
11,211
+4,822
+75% +$401K 0.09% 257
2022
Q4
$563K Buy
+6,389
New +$563K 0.09% 249
2021
Q4
Sell
-5,404
Closed -$553K 420
2021
Q3
$553K Buy
+5,404
New +$553K 0.14% 183
2020
Q3
Sell
-1,245
Closed -$89K 889
2020
Q2
$89K Sell
1,245
-277
-18% -$19.8K 0.03% 522
2020
Q1
$98K Buy
+1,522
New +$98K 0.02% 617