Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$437K Buy
+1,000
New +$437K 0.28% 82
2024
Q2
Sell
-3,500
Closed -$2.05M 104
2024
Q1
$2.05M Sell
3,500
-5,000
-59% -$2.93M 1.49% 24
2023
Q4
$3.72M Buy
+8,500
New +$3.72M 2.22% 14
2021
Q4
Sell
-2,500
Closed -$595K 89
2021
Q3
$595K Sell
2,500
-5,000
-67% -$1.19M 0.35% 57
2021
Q2
$1.57M Buy
+7,500
New +$1.57M 0.59% 50
2020
Q4
Sell
-22,888
Closed -$2.89M 93
2020
Q3
$2.89M Buy
22,888
+22,500
+5,799% +$2.84M 2.91% 9
2020
Q2
$43K Hold
388
0.04% 63
2020
Q1
$29K Buy
+388
New +$29K 0.04% 65