Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,520
Closed -$1.49M 872
2024
Q3
$1.49M Sell
28,520
-11,026
-28% -$578K 0.01% 436
2024
Q2
$2.14M Sell
39,546
-90
-0.2% -$4.87K 0.01% 365
2024
Q1
$2.3M Buy
39,636
+9,441
+31% +$547K 0.01% 357
2023
Q4
$1.48M Sell
30,195
-1,002
-3% -$49.1K 0.01% 399
2023
Q3
$1.34M Sell
31,197
-15,683
-33% -$676K 0.01% 403
2023
Q2
$2.14M Buy
46,880
+110
+0.2% +$5.02K 0.01% 331
2023
Q1
$1.76M Buy
46,770
+40,038
+595% +$1.51M 0.01% 366
2022
Q4
$205K Sell
6,732
-1,300
-16% -$39.6K ﹤0.01% 712
2022
Q3
$214K Buy
+8,032
New +$214K ﹤0.01% 696
2020
Q2
Sell
-19,768
Closed -$339K 666
2020
Q1
$339K Sell
19,768
-3,940
-17% -$67.6K ﹤0.01% 481
2019
Q4
$539K Buy
+23,708
New +$539K 0.01% 501