Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-42,649
Closed -$186K 284
2024
Q3
$186K Buy
+42,649
New +$186K 0.01% 717
2021
Q1
Sell
-74,149
Closed -$312K 1817
2020
Q4
$312K Sell
74,149
-42,182
-36% -$177K 0.01% 948
2020
Q3
$382K Buy
116,331
+45,687
+65% +$150K 0.01% 1182
2020
Q2
$280K Buy
+70,644
New +$280K ﹤0.01% 1358
2020
Q1
Sell
-59,565
Closed -$518K 1177
2019
Q4
$518K Buy
59,565
+45,375
+320% +$395K 0.01% 1121
2019
Q3
$130K Buy
+14,190
New +$130K ﹤0.01% 1487
2016
Q3
Sell
-14,962
Closed -$209K 1377
2016
Q2
$209K Buy
+14,962
New +$209K ﹤0.01% 1511