Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,127
Closed -$1.06M 108
2024
Q3
$1.06M Buy
+5,127
New +$1.06M 0.59% 11
2024
Q2
Sell
-4,336
Closed -$745K 471
2024
Q1
$745K Sell
4,336
-2,180
-33% -$374K 0.43% 45
2023
Q4
$982K Buy
+6,516
New +$982K 0.55% 14
2022
Q3
Sell
-6,284
Closed -$587K 447
2022
Q2
$587K Buy
6,284
+596
+10% +$55.7K 0.4% 67
2022
Q1
$605K Buy
5,688
+2,320
+69% +$247K 0.49% 38
2021
Q4
$373K Buy
+3,368
New +$373K 0.6% 57