Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,067
Closed -$161K 540
2024
Q1
$161K Buy
+10,067
New +$161K 0.01% 389
2023
Q1
Sell
-23,295
Closed -$450K 704
2022
Q4
$450K Buy
+23,295
New +$450K 0.07% 290
2022
Q3
Sell
-12,032
Closed -$268K 579
2022
Q2
$268K Buy
+12,032
New +$268K 0.05% 352
2021
Q3
Sell
-13,514
Closed -$303K 847
2021
Q2
$303K Buy
+13,514
New +$303K 0.06% 357
2021
Q1
Sell
-11,962
Closed -$237K 1110
2020
Q4
$237K Buy
+11,962
New +$237K 0.04% 476
2020
Q2
Sell
-15,510
Closed -$245K 1320
2020
Q1
$245K Buy
15,510
+4,500
+41% +$71.1K 0.05% 405
2019
Q4
$213K Buy
+11,010
New +$213K 0.02% 601