Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,097
Closed -$326K 78
2024
Q1
$326K Buy
4,097
+933
+29% +$74.3K 0.01% 923
2023
Q4
$284K Buy
+3,164
New +$284K 0.01% 890
2022
Q2
Sell
-1,811
Closed -$216K 864
2022
Q1
$216K Sell
1,811
-115
-6% -$13.7K ﹤0.01% 838
2021
Q4
$318K Sell
1,926
-42
-2% -$6.94K 0.01% 685
2021
Q3
$293K Sell
1,968
-42
-2% -$6.25K 0.01% 692
2021
Q2
$316K Sell
2,010
-94
-4% -$14.8K 0.01% 647
2021
Q1
$290K Sell
2,104
-247
-11% -$34K 0.01% 625
2020
Q4
$306K Sell
2,351
-671
-22% -$87.3K 0.01% 569
2020
Q3
$277K Sell
3,022
-245
-7% -$22.5K 0.01% 534
2020
Q2
$254K Buy
+3,267
New +$254K 0.01% 536
2020
Q1
Sell
-2,236
Closed -$213K 590
2019
Q4
$213K Buy
+2,236
New +$213K 0.01% 589
2018
Q1
Sell
-3,206
Closed -$272K 489
2017
Q4
$272K Buy
+3,206
New +$272K 0.01% 525