Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,320
Closed -$573K 38
2024
Q1
$573K Buy
+4,320
New +$573K 7.7% 4
2023
Q3
Sell
-2,900
Closed -$252K 71
2023
Q2
$252K Buy
+2,900
New +$252K 1.48% 29
2023
Q1
Sell
-4,510
Closed -$252K 65
2022
Q4
$252K Buy
+4,510
New +$252K 3.88% 10
2022
Q2
Sell
-6,800
Closed -$428K 32
2022
Q1
$428K Buy
+6,800
New +$428K 1.88% 9
2021
Q1
Sell
-9,010
Closed -$395K 127
2020
Q4
$395K Buy
+9,010
New +$395K 0.41% 68
2018
Q2
Sell
-18,980
Closed -$447K 91
2018
Q1
$447K Buy
+18,980
New +$447K 1.16% 21
2017
Q3
Sell
-14,710
Closed -$343K 153
2017
Q2
$343K Buy
+14,710
New +$343K 0.78% 50