Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,211
Closed -$708K 1890
2023
Q4
$708K Buy
8,211
+4,533
+123% +$391K 0.01% 1305
2023
Q3
$292K Sell
3,678
-7,475
-67% -$592K ﹤0.01% 1635
2023
Q2
$933K Buy
+11,153
New +$933K 0.01% 1194
2022
Q2
Sell
-10,961
Closed -$857K 2074
2022
Q1
$857K Buy
10,961
+2,623
+31% +$205K 0.01% 1435
2021
Q4
$794K Sell
8,338
-20,788
-71% -$1.98M ﹤0.01% 1473
2021
Q3
$2.56M Buy
29,126
+7,995
+38% +$704K 0.02% 927
2021
Q2
$2.08M Buy
21,131
+17,343
+458% +$1.7M 0.01% 1072
2021
Q1
$374K Buy
3,788
+135
+4% +$13.3K ﹤0.01% 1863
2020
Q4
$355K Sell
3,653
-7,197
-66% -$699K ﹤0.01% 1771
2020
Q3
$719K Buy
+10,850
New +$719K 0.01% 1334
2018
Q2
Sell
-27,733
Closed -$1.76M 2426
2018
Q1
$1.76M Buy
+27,733
New +$1.76M ﹤0.01% 1727
2017
Q4
Sell
-7,784
Closed -$448K 2733
2017
Q3
$448K Buy
+7,784
New +$448K ﹤0.01% 2426
2017
Q2
Sell
-9,962
Closed -$522K 2837
2017
Q1
$522K Buy
9,962
+3,754
+60% +$197K ﹤0.01% 2366
2016
Q4
$280K Sell
6,208
-786
-11% -$35.5K ﹤0.01% 2607
2016
Q3
$379K Sell
6,994
-279
-4% -$15.1K ﹤0.01% 2486
2016
Q2
$348K Buy
+7,273
New +$348K ﹤0.01% 2499
2016
Q1
Sell
-13,509
Closed -$455K 2935
2015
Q4
$455K Sell
13,509
-18,964
-58% -$639K ﹤0.01% 2493
2015
Q3
$1.06M Buy
32,473
+1,930
+6% +$62.9K ﹤0.01% 2065
2015
Q2
$1.21M Sell
30,543
-384,252
-93% -$15.2M ﹤0.01% 2113
2015
Q1
$15.8M Sell
414,795
-102,166
-20% -$3.9M 0.04% 697
2014
Q4
$22.3M Buy
516,961
+500,690
+3,077% +$21.6M 0.06% 614
2014
Q3
$680K Sell
16,271
-1,631
-9% -$68.2K ﹤0.01% 2390
2014
Q2
$773K Buy
17,902
+13,079
+271% +$565K ﹤0.01% 2366
2014
Q1
$215K Sell
4,823
-13,154
-73% -$586K ﹤0.01% 2810
2013
Q4
$693K Sell
17,977
-8,743
-33% -$337K ﹤0.01% 2362
2013
Q3
$922K Buy
26,720
+18,786
+237% +$648K ﹤0.01% 2086
2013
Q2
$266K Buy
+7,934
New +$266K ﹤0.01% 2576