Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,427
Closed -$63K 65
2024
Q1
$63K Sell
1,427
-356
-20% -$15.7K 0.01% 54
2023
Q4
$89.6K Buy
+1,783
New +$89.6K 0.02% 52
2022
Q2
Sell
-2,742
Closed -$118K 66
2022
Q1
$118K Buy
2,742
+724
+36% +$31.2K 0.05% 50
2021
Q4
$98K Sell
2,018
-82
-4% -$3.98K 0.03% 50
2021
Q3
$113K Sell
2,100
-1,664
-44% -$89.5K 0.04% 42
2021
Q2
$211K Buy
3,764
+323
+9% +$18.1K 0.07% 43
2021
Q1
$230K Buy
+3,441
New +$230K 0.08% 38
2020
Q3
Sell
-3,510
Closed -$205K 38
2020
Q2
$205K Buy
+3,510
New +$205K 0.09% 29
2020
Q1
Sell
-3,376
Closed -$202K 36
2019
Q4
$202K Buy
+3,376
New +$202K 0.14% 43
2018
Q4
Sell
-1,649
Closed -$78K 133
2018
Q3
$78K Buy
1,649
+1,417
+611% +$67K 0.05% 59
2018
Q2
$12K Sell
232
-1,327
-85% -$68.6K 0.01% 57
2018
Q1
$81K Buy
+1,559
New +$81K 0.06% 47