Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,272
Closed -$396K 867
2024
Q3
$396K Buy
+11,272
New +$396K 0.18% 161
2024
Q2
Sell
-7,243
Closed -$252K 383
2024
Q1
$252K Buy
+7,243
New +$252K 0.13% 228
2022
Q2
Sell
-9,779
Closed -$549K 540
2022
Q1
$549K Buy
9,779
+2,101
+27% +$118K 0.05% 290
2021
Q4
$405K Buy
+7,678
New +$405K 0.05% 337
2017
Q3
Sell
-69,271
Closed -$3.12M 188
2017
Q2
$3.12M Buy
+69,271
New +$3.12M 0.97% 8
2017
Q1
Sell
-14,384
Closed -$622K 62
2016
Q4
$622K Sell
14,384
-241
-2% -$10.4K 1.09% 45
2016
Q3
$675K Buy
+14,625
New +$675K 1.51% 25