Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,854
Closed -$2.07M 761
2024
Q3
$2.07M Buy
14,854
+3,770
+34% +$525K 0.02% 465
2024
Q2
$1.3M Buy
+11,084
New +$1.3M 0.01% 409
2022
Q2
Sell
-19,905
Closed -$1.84M 780
2022
Q1
$1.84M Buy
19,905
+7,317
+58% +$675K 0.02% 413
2021
Q4
$1.05M Buy
+12,588
New +$1.05M 0.01% 497
2020
Q4
Sell
-7,609
Closed -$597K 690
2020
Q3
$597K Buy
+7,609
New +$597K 0.01% 507