Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-34,961
Closed -$1.76M 551
2023
Q4
$1.76M Buy
+34,961
New +$1.76M 0.03% 420
2023
Q2
Sell
-28,068
Closed -$1.27M 592
2023
Q1
$1.27M Buy
+28,068
New +$1.27M 0.03% 428
2021
Q4
Sell
-15,703
Closed -$581K 563
2021
Q3
$581K Buy
+15,703
New +$581K 0.04% 416
2020
Q4
Sell
-25,765
Closed -$666K 428
2020
Q3
$666K Buy
25,765
+12,291
+91% +$318K 0.14% 217
2020
Q2
$376K Buy
+13,474
New +$376K 0.08% 271
2020
Q1
Sell
-14,458
Closed -$614K 289
2019
Q4
$614K Buy
+14,458
New +$614K 0.18% 180