Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,527
Closed -$359K 263
2023
Q4
$359K Buy
+7,527
New +$359K 0.09% 150
2021
Q3
Sell
-48,281
Closed -$1.85M 248
2021
Q2
$1.85M Sell
48,281
-1,421
-3% -$54.3K 0.49% 56
2021
Q1
$1.36M Sell
49,702
-95,522
-66% -$2.61M 0.38% 71
2020
Q4
$4.63M Sell
145,224
-49,054
-25% -$1.56M 1.44% 15
2020
Q3
$4.31M Buy
+194,278
New +$4.31M 1.55% 14