Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,353
Closed -$1.24M 1398
2023
Q4
$1.24M Buy
+10,353
New +$1.24M 0.01% 582
2023
Q3
Sell
-37,700
Closed -$3.51M 1269
2023
Q2
$3.51M Buy
+37,700
New +$3.51M 0.03% 275
2023
Q1
Sell
-8,466
Closed -$687K 1289
2022
Q4
$687K Buy
+8,466
New +$687K ﹤0.01% 584
2019
Q2
Sell
-16,954
Closed -$983K 29
2019
Q1
$983K Buy
+16,954
New +$983K 0.1% 31
2018
Q3
Sell
-23,672
Closed -$1.24M 90
2018
Q2
$1.24M Sell
23,672
-2,437
-9% -$127K 0.1% 59
2018
Q1
$1.28M Buy
+26,109
New +$1.28M 0.09% 63