Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-319
Closed -$24.2K 503
2024
Q2
$24.2K Sell
319
-9,838
-97% -$745K ﹤0.01% 393
2024
Q1
$955K Buy
10,157
+621
+7% +$58.4K 0.14% 139
2023
Q4
$1.04M Buy
9,536
+86
+0.9% +$9.34K 0.17% 121
2023
Q3
$907K Sell
9,450
-3,849
-29% -$369K 0.16% 126
2023
Q2
$1.47M Buy
13,299
+424
+3% +$46.8K 0.26% 82
2023
Q1
$1.58M Buy
12,875
+280
+2% +$34.3K 0.3% 63
2022
Q4
$1.47M Buy
+12,595
New +$1.47M 0.38% 39
2020
Q1
$475K Buy
5,793
+62
+1% +$5.08K 0.22% 64
2019
Q4
$586K Buy
+5,731
New +$586K 0.18% 111