Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,096
Closed -$303K 1625
2024
Q3
$303K Sell
2,096
-20,916
-91% -$3.02M 0.02% 626
2024
Q2
$3.36M Buy
+23,012
New +$3.36M 0.23% 77
2024
Q1
Sell
-17,720
Closed -$1.66M 1516
2023
Q4
$1.66M Buy
+17,720
New +$1.66M 0.13% 119
2023
Q3
Sell
-21,452
Closed -$2.41M 1403
2023
Q2
$2.41M Buy
+21,452
New +$2.41M 0.18% 85
2022
Q4
Sell
-15,305
Closed -$1.05M 1704
2022
Q3
$1.05M Buy
+15,305
New +$1.05M 0.1% 191
2022
Q1
Sell
-50,674
Closed -$6.5M 1588
2021
Q4
$6.5M Buy
50,674
+47,271
+1,389% +$6.06M 0.66% 18
2021
Q3
$488K Buy
+3,403
New +$488K 0.04% 472
2018
Q1
Sell
-15,247
Closed -$193K 2044
2017
Q4
$193K Buy
15,247
+2,652
+21% +$33.6K 0.01% 1699
2017
Q3
$122K Buy
+12,595
New +$122K 0.01% 2018