Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,758
Closed -$311K 3067
2024
Q3
$311K Buy
21,758
+5,862
+37% +$83.7K ﹤0.01% 1977
2024
Q2
$417K Buy
+15,896
New +$417K ﹤0.01% 1817
2024
Q1
Sell
-6,267
Closed -$276K 2739
2023
Q4
$276K Buy
+6,267
New +$276K ﹤0.01% 1995
2022
Q1
Sell
-2,721
Closed -$403K 2604
2021
Q4
$403K Buy
2,721
+121
+5% +$17.9K ﹤0.01% 1726
2021
Q3
$472K Sell
2,600
-240
-8% -$43.6K ﹤0.01% 1416
2021
Q2
$483K Sell
2,840
-3,073
-52% -$523K ﹤0.01% 1632
2021
Q1
$876K Buy
5,913
+3,979
+206% +$589K 0.01% 1177
2020
Q4
$268K Sell
1,934
-3,842
-67% -$532K ﹤0.01% 1939
2020
Q3
$537K Buy
+5,776
New +$537K 0.01% 1300
2020
Q1
Sell
-11,883
Closed -$703K 2224
2019
Q4
$703K Buy
11,883
+5,145
+76% +$304K ﹤0.01% 1526
2019
Q3
$401K Sell
6,738
-8,574
-56% -$510K ﹤0.01% 1672
2019
Q2
$878K Buy
+15,312
New +$878K 0.01% 1315
2019
Q1
Sell
-8,544
Closed -$513K 2274
2018
Q4
$513K Buy
+8,544
New +$513K 0.01% 1219
2018
Q3
Sell
-4,624
Closed -$363K 2123
2018
Q2
$363K Buy
+4,624
New +$363K ﹤0.01% 1308
2018
Q1
Sell
-15,381
Closed -$913K 1955
2017
Q4
$913K Buy
15,381
+10,307
+203% +$612K 0.02% 861
2017
Q3
$274K Buy
5,074
+632
+14% +$34.1K 0.01% 1204
2017
Q2
$225K Sell
4,442
-8,053
-64% -$408K ﹤0.01% 1259
2017
Q1
$555K Buy
+12,495
New +$555K 0.02% 810