Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-73,575
Closed -$130K 1598
2024
Q3
$130K Buy
+73,575
New +$130K 0.01% 866
2023
Q4
Sell
-27,619
Closed -$246K 1618
2023
Q3
$246K Sell
27,619
-3,511
-11% -$31.3K 0.02% 586
2023
Q2
$276K Buy
+31,130
New +$276K 0.02% 643
2021
Q2
Sell
-11,204
Closed -$960K 1567
2021
Q1
$960K Buy
11,204
+7,299
+187% +$625K 0.07% 267
2020
Q4
$353K Buy
+3,905
New +$353K 0.04% 566
2019
Q4
Sell
-20,866
Closed -$625K 1475
2019
Q3
$625K Buy
+20,866
New +$625K 0.05% 422
2018
Q2
Sell
-31,491
Closed -$651K 2013
2018
Q1
$651K Buy
+31,491
New +$651K 0.04% 560
2017
Q4
Sell
-14,598
Closed -$217K 2410
2017
Q3
$217K Buy
+14,598
New +$217K 0.01% 1755