Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,956
Closed -$1.31M 52
2024
Q3
$1.31M Buy
31,956
+76
+0.2% +$3.11K 0.99% 29
2024
Q2
$1.23M Buy
31,880
+1
+0% +$39 0.97% 31
2024
Q1
$1.37M Buy
31,879
+417
+1% +$17.9K 1.09% 27
2023
Q4
$1.17M Sell
31,462
-2,407
-7% -$89.2K 0.95% 30
2023
Q3
$1.23M Buy
+33,869
New +$1.23M 1.07% 26
2020
Q4
Sell
-17,520
Closed -$824K 185
2020
Q3
$824K Sell
17,520
-802
-4% -$37.7K 0.34% 48
2020
Q2
$934K Buy
+18,322
New +$934K 0.42% 39