Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,425
Closed -$211K 2777
2024
Q3
$211K Buy
+13,425
New +$211K ﹤0.01% 2114
2024
Q2
Sell
-22,907
Closed -$242K 2665
2024
Q1
$242K Sell
22,907
-29,381
-56% -$311K ﹤0.01% 1914
2023
Q4
$519K Buy
+52,288
New +$519K ﹤0.01% 1423
2021
Q1
Sell
-12,988
Closed -$207K 2480
2020
Q4
$207K Buy
+12,988
New +$207K ﹤0.01% 1603
2020
Q1
Sell
-96,038
Closed -$1.07M 1994
2019
Q4
$1.07M Buy
+96,038
New +$1.07M 0.01% 921
2016
Q3
Sell
-9,829
Closed -$372K 1115
2016
Q2
$372K Buy
+9,829
New +$372K ﹤0.01% 862