Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
173
2024
Q3
Sell
-13,363
Closed -$364K 160
2024
Q2
$364K Buy
+13,363
New +$364K 0.04% 80
2024
Q1
Hold
0
204
2023
Q4
Sell
-28,416
Closed -$519K 215
2023
Q3
$519K Buy
+28,416
New +$519K 0.08% 121
2023
Q2
Sell
-60,358
Closed -$2.26M 252
2023
Q1
$2.26M Buy
+60,358
New +$2.26M 0.35% 42
2022
Q4
Hold
0
383
2022
Q3
Hold
0
452
2022
Q2
Hold
0
531
2022
Q1
Hold
0
603
2021
Q4
Hold
0
686
2021
Q3
Hold
0
686
2021
Q2
Hold
0
669
2021
Q1
Hold
0
562
2020
Q4
Hold
0
551
2020
Q3
Hold
0
410
2020
Q2
Hold
0
394
2020
Q1
Hold
0
323
2019
Q4
Hold
0
339
2019
Q3
Hold
0
321