Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,454
Closed -$353K 338
2024
Q2
$353K Sell
3,454
-15,420
-82% -$1.58M 0.16% 207
2024
Q1
$1.67M Buy
18,874
+13,961
+284% +$1.24M 0.88% 21
2023
Q4
$449K Sell
4,913
-2,673
-35% -$244K 0.29% 136
2023
Q3
$594K Buy
+7,586
New +$594K 0.33% 119
2023
Q2
Sell
-5,224
Closed -$459K 424
2023
Q1
$459K Buy
5,224
+2,077
+66% +$183K 0.4% 82
2022
Q4
$316K Buy
+3,147
New +$316K 0.58% 82
2019
Q4
Sell
-15,927
Closed -$2.19M 404
2019
Q3
$2.19M Buy
15,927
+8,879
+126% +$1.22M 1% 10
2019
Q2
$1.02M Buy
7,048
+2,695
+62% +$390K 0.38% 88
2019
Q1
$756K Buy
+4,353
New +$756K 0.3% 120