Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-404
Closed -$209K 232
2024
Q3
$209K Sell
404
-643
-61% -$333K 0.02% 210
2024
Q2
$582K Sell
1,047
-194
-16% -$108K 0.05% 144
2024
Q1
$626K Buy
1,241
+510
+70% +$257K 0.06% 130
2023
Q4
$436K Sell
731
-825
-53% -$492K 0.04% 141
2023
Q3
$793K Buy
1,556
+841
+118% +$429K 0.08% 107
2023
Q2
$350K Buy
715
+3
+0.4% +$1.47K 0.04% 160
2023
Q1
$274K Sell
712
-74
-9% -$28.5K 0.03% 172
2022
Q4
$265K Sell
786
-105
-12% -$35.3K 0.03% 174
2022
Q3
$245K Sell
891
-295
-25% -$81.1K 0.03% 184
2022
Q2
$434K Buy
1,186
+20
+2% +$7.32K 0.05% 152
2022
Q1
$531K Sell
1,166
-87
-7% -$39.6K 0.05% 144
2021
Q4
$641K Buy
+1,253
New +$641K 0.07% 132
2021
Q2
Sell
-2,075
Closed -$986K 155
2021
Q1
$986K Sell
2,075
-139
-6% -$66.1K 0.12% 98
2020
Q4
$1.11M Buy
2,214
+40
+2% +$20K 0.14% 79
2020
Q3
$1.07M Buy
2,174
+212
+11% +$104K 0.15% 77
2020
Q2
$854K Sell
1,962
-13
-0.7% -$5.66K 0.13% 89
2020
Q1
$629K Buy
1,975
+372
+23% +$118K 0.12% 94
2019
Q4
$529K Buy
1,603
+301
+23% +$99.3K 0.08% 119
2019
Q3
$360K Sell
1,302
-22
-2% -$6.08K 0.05% 175
2019
Q2
$390K Sell
1,324
-114
-8% -$33.6K 0.05% 167
2019
Q1
$383K Buy
1,438
+309
+27% +$82.3K 0.06% 164
2018
Q4
$255K Sell
1,129
-28
-2% -$6.32K 0.05% 190
2018
Q3
$312K Buy
1,157
+63
+6% +$17K 0.05% 184
2018
Q2
$267K Buy
+1,094
New +$267K 0.04% 203