Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,075
Closed -$74.1K 158
2023
Q4
$74.1K Buy
+6,075
New +$74.1K 0.01% 153
2020
Q2
Sell
-292,004
Closed -$1.41M 67
2020
Q1
$1.41M Buy
292,004
+5,010
+2% +$24.2K 0.46% 54
2019
Q4
$2.67M Buy
286,994
+24,614
+9% +$229K 0.69% 48
2019
Q3
$2.4M Buy
262,380
+2,149
+0.8% +$19.7K 0.66% 48
2019
Q2
$2.66M Buy
260,231
+46,613
+22% +$477K 0.71% 49
2019
Q1
$1.88M Buy
213,618
+10,325
+5% +$90.7K 0.55% 52
2018
Q4
$1.56M Buy
203,293
+41,427
+26% +$317K 0.52% 53
2018
Q3
$1.5M Buy
161,866
+83,064
+105% +$768K 0.42% 54
2018
Q2
$872K Buy
78,802
+20,419
+35% +$226K 0.26% 55
2018
Q1
$647K Buy
58,383
+45,190
+343% +$501K 0.2% 56
2017
Q4
$165K Hold
13,193
0.05% 61
2017
Q3
$158K Buy
+13,193
New +$158K 0.06% 57