Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$117K Hold
3,769
0.08% 93
2024
Q1
$166K Sell
3,769
-1,200
-24% -$53K 0.12% 81
2023
Q4
$177K Hold
4,969
0.16% 67
2023
Q3
$177K Sell
4,969
-1,444
-23% -$51.3K 0.16% 67
2023
Q2
$214K Sell
6,413
-6,477
-50% -$217K 0.19% 59
2023
Q1
$348K Buy
+12,890
New +$348K 0.35% 49
2022
Q3
$348K Buy
+12,890
New +$348K 0.35% 49
2021
Q3
$708K Sell
13,286
-2,570
-16% -$137K 0.35% 57
2021
Q2
$890K Sell
15,856
-523
-3% -$29.4K 0.34% 56
2021
Q1
$1.05M Sell
16,379
-918
-5% -$58.7K 0.39% 52
2020
Q4
$862K Sell
17,297
-1,509
-8% -$75.2K 0.32% 50
2020
Q3
$974K Buy
18,806
+11,150
+146% +$577K 0.38% 45
2020
Q2
$458K Sell
7,656
-1,226
-14% -$73.3K 0.19% 79
2020
Q1
$481K Buy
8,882
+124
+1% +$6.72K 0.26% 62
2019
Q4
$500K Buy
+8,758
New +$500K 0.24% 65