Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-179,392
Closed -$1.68M 297
2024
Q3
$1.68M Buy
+179,392
New +$1.68M 0.55% 75
2023
Q4
$37K Sell
2,984
-22,512
-88% -$279K 0.08% 210
2023
Q3
$280K Buy
+25,496
New +$280K 0.12% 207
2022
Q4
$635K Buy
+74,154
New +$635K 0.43% 98
2022
Q2
Sell
-14,832
Closed -$134K 441
2022
Q1
$134K Buy
+14,832
New +$134K 0.12% 265
2020
Q2
Sell
-41,725
Closed -$215K 479
2020
Q1
$215K Buy
41,725
+2,388
+6% +$12.3K 0.35% 100
2019
Q4
$443K Buy
39,337
+23,961
+156% +$270K 0.51% 84
2019
Q3
$147K Buy
+15,376
New +$147K 0.1% 218