Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,235
Closed -$163K 2262
2024
Q3
$163K Buy
+14,235
New +$163K 0.01% 830
2024
Q1
Sell
-10,539
Closed -$120K 2284
2023
Q4
$120K Buy
+10,539
New +$120K 0.01% 988
2022
Q1
Sell
-15,640
Closed -$165K 2175
2021
Q4
$165K Buy
+15,640
New +$165K 0.02% 911
2021
Q1
Sell
-28,056
Closed -$333K 2128
2020
Q4
$333K Buy
+28,056
New +$333K 0.04% 599
2020
Q3
Sell
-26,658
Closed -$317K 1625
2020
Q2
$317K Buy
+26,658
New +$317K 0.04% 526
2019
Q4
$248K Buy
16,977
+1,023
+6% +$14.9K 0.02% 800
2019
Q3
$248K Sell
15,954
-864
-5% -$13.4K 0.02% 856
2019
Q2
$264K Buy
+16,818
New +$264K 0.02% 845
2018
Q4
Sell
-30,372
Closed -$483K 2062
2018
Q3
$483K Buy
30,372
+15,039
+98% +$239K 0.03% 608
2018
Q2
$256K Buy
+15,333
New +$256K 0.02% 1283