Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.05M Sell
10,321
-2,658
-20% -$272K 2.5% 25
2024
Q1
$1.15M Sell
12,979
-212
-2% -$18.8K 2.02% 29
2023
Q4
$1.21M Sell
13,191
-423
-3% -$38.7K 1.9% 24
2023
Q3
$1.07M Buy
+13,614
New +$1.07M 1.57% 24
2020
Q2
Sell
-12,519
Closed -$1.43M 112
2020
Q1
$1.43M Buy
+12,519
New +$1.43M 4.57% 8
2019
Q2
Sell
-5,015
Closed -$871K 29
2019
Q1
$871K Buy
5,015
+66
+1% +$11.5K 3.69% 12
2018
Q4
$788K Buy
+4,949
New +$788K 1.07% 20