Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1478
2024
Q2
Hold
0
1547
2024
Q1
Hold
0
1623
2023
Q4
Hold
0
1651
2023
Q3
Hold
0
1573
2023
Q2
Hold
0
1602
2023
Q1
Sell
-8,504
Closed -$279K 1714
2022
Q4
$279K Buy
+8,504
New +$279K ﹤0.01% 674
2022
Q3
Hold
0
2156
2022
Q2
Hold
0
2477
2022
Q1
Hold
0
2258
2021
Q4
Sell
-14,135
Closed -$402K 2209
2021
Q3
$402K Buy
14,135
+10,524
+291% +$299K ﹤0.01% 990
2021
Q2
$107K Buy
3,611
+1,700
+89% +$50.4K ﹤0.01% 1356
2021
Q1
$49K Sell
1,911
-137,548
-99% -$3.53M ﹤0.01% 1384
2020
Q4
$3.02M Sell
139,459
-44,931
-24% -$973K 0.01% 352
2020
Q3
$2.9M Buy
184,390
+55,103
+43% +$867K 0.01% 245
2020
Q2
$2.23M Sell
129,287
-29,479
-19% -$509K 0.01% 253
2020
Q1
$1.85M Buy
158,766
+88,725
+127% +$1.03M 0.01% 228
2019
Q4
$1.78M Buy
70,041
+646
+0.9% +$16.4K 0.01% 280
2019
Q3
$1.89M Buy
69,395
+24,828
+56% +$678K 0.01% 287
2019
Q2
$1.44M Buy
44,567
+13,614
+44% +$438K 0.01% 358
2019
Q1
$1.02M Sell
30,953
-35,809
-54% -$1.18M 0.01% 418
2018
Q4
$2.02M Buy
+66,762
New +$2.02M 0.01% 253
2018
Q3
Hold
0
1456