Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,243
Closed -$814K 56
2024
Q1
$814K Buy
14,243
+2,575
+22% +$147K 0.05% 22
2023
Q4
$533K Buy
11,668
+1,678
+17% +$76.7K 0.03% 56
2023
Q3
$447K Buy
9,990
+1,142
+13% +$51.1K 0.03% 72
2023
Q2
$416K Buy
8,848
+618
+8% +$29K 0.02% 92
2023
Q1
$406K Sell
8,230
-882
-10% -$43.5K 0.03% 14
2022
Q4
$406K Hold
9,112
0.03% 90
2022
Q3
$398K Buy
+9,112
New +$398K 0.03% 42
2020
Q4
Sell
-16,167
Closed -$549K 182
2020
Q3
$549K Buy
+16,167
New +$549K 0.05% 108
2019
Q2
Sell
-25,253
Closed -$621K 176
2019
Q1
$621K Buy
+25,253
New +$621K 0.06% 117