Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-24,296
Closed -$2.79M 585
2024
Q1
$2.79M Buy
+24,296
New +$2.79M 0.44% 66
2022
Q3
Sell
-2,586
Closed -$244K 540
2022
Q2
$244K Buy
+2,586
New +$244K 0.06% 382
2022
Q1
Sell
-4,075
Closed -$637K 533
2021
Q4
$637K Buy
+4,075
New +$637K 0.17% 186
2020
Q4
Sell
-7,271
Closed -$938K 486
2020
Q3
$938K Buy
7,271
+4,336
+148% +$559K 0.39% 82
2020
Q2
$324K Buy
2,935
+1,572
+115% +$174K 0.16% 201
2020
Q1
$110K Sell
1,363
-9,658
-88% -$779K 0.21% 156
2019
Q4
$1.28M Buy
+11,021
New +$1.28M 0.48% 31
2019
Q3
Sell
-625
Closed -$42K 501
2019
Q2
$42K Buy
+625
New +$42K 0.27% 136