Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,300
Closed -$119K 1660
2024
Q3
$119K Buy
+12,300
New +$119K 0.01% 879
2023
Q4
Sell
-14,848
Closed -$123K 1667
2023
Q3
$123K Buy
14,848
+1,749
+13% +$14.5K 0.01% 786
2023
Q2
$139K Buy
+13,099
New +$139K 0.01% 933
2022
Q2
Sell
-10,355
Closed -$97K 1687
2022
Q1
$97K Sell
10,355
-607
-6% -$5.69K 0.01% 977
2021
Q4
$93K Buy
+10,962
New +$93K 0.01% 1157
2020
Q4
Sell
-10,774
Closed -$128K 1507
2020
Q3
$128K Sell
10,774
-42,202
-80% -$501K 0.02% 682
2020
Q2
$836K Buy
+52,976
New +$836K 0.1% 232
2019
Q4
Sell
-19,543
Closed -$83K 1520
2019
Q3
$83K Buy
19,543
+4,134
+27% +$17.6K 0.01% 1118
2019
Q2
$47K Buy
+15,409
New +$47K ﹤0.01% 1233
2019
Q1
Sell
-10,023
Closed -$21K 1477
2018
Q4
$21K Buy
+10,023
New +$21K ﹤0.01% 1359
2018
Q1
Sell
-25,814
Closed -$84K 2081
2017
Q4
$84K Buy
+25,814
New +$84K ﹤0.01% 1960