Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,376
Closed -$110K 974
2024
Q2
$110K Buy
+14,376
New +$110K 0.01% 663
2023
Q2
Sell
-27,268
Closed -$547K 670
2023
Q1
$547K Buy
+27,268
New +$547K 0.11% 228
2022
Q2
Sell
-31,000
Closed -$760K 648
2022
Q1
$760K Buy
+31,000
New +$760K 0.1% 248
2020
Q4
Sell
-73,887
Closed -$2.69M 648
2020
Q3
$2.69M Buy
+73,887
New +$2.69M 0.58% 8
2019
Q1
Sell
-119,536
Closed -$6.98M 743
2018
Q4
$6.98M Buy
+119,536
New +$6.98M 0.39% 82
2018
Q3
Sell
-22,036
Closed -$1.96M 720
2018
Q2
$1.96M Buy
+22,036
New +$1.96M 0.14% 200
2017
Q2
Sell
-201
Closed -$10K 690
2017
Q1
$10K Buy
+201
New +$10K ﹤0.01% 480
2016
Q4
Sell
-17,101
Closed -$857K 654
2016
Q3
$857K Buy
+17,101
New +$857K 0.25% 149