Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,166
Closed -$1.51M 1000
2024
Q3
$1.51M Sell
6,166
-18,741
-75% -$4.58M 0.01% 294
2024
Q2
$4.77M Buy
+24,907
New +$4.77M 0.04% 192
2021
Q3
Sell
-2,049
Closed -$505K 1158
2021
Q2
$505K Buy
+2,049
New +$505K 0.01% 662
2020
Q4
Sell
-16,196
Closed -$2.78M 604
2020
Q3
$2.78M Buy
16,196
+212
+1% +$36.3K 0.06% 130
2020
Q2
$3.07M Buy
+15,984
New +$3.07M 0.08% 181
2020
Q1
Sell
-3,194
Closed -$495 412
2019
Q4
$495 Buy
+3,194
New +$495 ﹤0.01% 301