Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25,971
Closed -$1.85M 127
2024
Q2
$1.85M Sell
25,971
-416
-2% -$29.7K 0.81% 49
2024
Q1
$2.48M Buy
26,387
+13,524
+105% +$1.27M 1.11% 34
2023
Q4
$1.4M Buy
+12,863
New +$1.4M 0.66% 54
2020
Q2
Sell
-464
Closed -$38K 147
2020
Q1
$38K Sell
464
-2,743
-86% -$225K 0.07% 101
2019
Q4
$324K Buy
3,207
+746
+30% +$75.4K 0.18% 74
2019
Q3
$231K Buy
2,461
+571
+30% +$53.6K 0.13% 65
2019
Q2
$159K Buy
1,890
+520
+38% +$43.7K 0.1% 81
2019
Q1
$115K Sell
1,370
-152
-10% -$12.8K 0.07% 89
2018
Q4
$113K Buy
1,522
+191
+14% +$14.2K 0.1% 67
2018
Q3
$113K Buy
1,331
+150
+13% +$12.7K 0.08% 93
2018
Q2
$94K Buy
1,181
+93
+9% +$7.4K 0.07% 91
2018
Q1
$72K Sell
1,088
-699
-39% -$46.3K 0.06% 95
2017
Q4
$112K Buy
+1,787
New +$112K 0.08% 89