Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,643
Closed -$1.48M 372
2024
Q3
$1.48M Sell
19,643
-3,077
-14% -$231K 0.15% 155
2024
Q2
$1.65M Buy
+22,720
New +$1.65M 0.19% 139
2024
Q1
Sell
-59,487
Closed -$3.66M 359
2023
Q4
$3.66M Buy
59,487
+34,644
+139% +$2.13M 0.45% 67
2023
Q3
$1.14M Sell
24,843
-2,381
-9% -$110K 0.16% 144
2023
Q2
$1.18M Buy
+27,224
New +$1.18M 0.16% 137
2019
Q4
Sell
-10,810
Closed -$329K 337
2019
Q3
$329K Sell
10,810
-805
-7% -$24.5K 0.05% 260
2019
Q2
$539K Buy
+11,615
New +$539K 0.07% 229