Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,144
Closed -$327K 818
2024
Q2
$327K Sell
10,144
-30,392
-75% -$980K 0.03% 593
2024
Q1
$1.51M Buy
+40,536
New +$1.51M 0.16% 202
2023
Q4
Sell
-14,863
Closed -$500K 715
2023
Q3
$500K Buy
14,863
+6,179
+71% +$208K 0.06% 391
2023
Q2
$263K Buy
+8,684
New +$263K 0.04% 420
2023
Q1
Sell
-26,674
Closed -$610K 511
2022
Q4
$610K Buy
+26,674
New +$610K 0.16% 190
2022
Q1
Sell
-50,472
Closed -$1.44M 605
2021
Q4
$1.44M Buy
+50,472
New +$1.44M 0.26% 121
2020
Q4
Sell
-11,084
Closed -$263K 505
2020
Q3
$263K Buy
+11,084
New +$263K 0.06% 473
2015
Q2
Sell
-9
Closed 582
2015
Q1
$0 Hold
9
﹤0.01% 577
2014
Q4
$0 Buy
+9
New ﹤0.01% 560