Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.52M Buy
27,165
+8,520
+46% +$476K ﹤0.01% 2404
2024
Q2
$894K Buy
18,645
+7,516
+68% +$360K ﹤0.01% 2685
2024
Q1
$520K Sell
11,129
-4,986
-31% -$233K ﹤0.01% 3023
2023
Q4
$748K Buy
16,115
+2,974
+23% +$138K ﹤0.01% 2691
2023
Q3
$679K Sell
13,141
-2,990
-19% -$154K ﹤0.01% 2681
2023
Q2
$799K Buy
16,131
+340
+2% +$16.9K ﹤0.01% 2605
2023
Q1
$627K Buy
15,791
+3,985
+34% +$158K ﹤0.01% 2760
2022
Q4
$487K Buy
11,806
+12
+0.1% +$495 ﹤0.01% 2899
2022
Q3
$418K Buy
+11,794
New +$418K ﹤0.01% 2959
2020
Q4
Sell
-26,852
Closed -$1.02M 3707
2020
Q3
$1.02M Buy
+26,852
New +$1.02M ﹤0.01% 2162