Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,134
Closed -$435K 109
2024
Q3
$435K Buy
4,134
+500
+14% +$52.6K 0.14% 103
2024
Q2
$314K Buy
+3,634
New +$314K 0.11% 119
2023
Q1
Sell
-2,740
Closed -$313K 145
2022
Q4
$313K Buy
+2,740
New +$313K 0.14% 104
2021
Q1
Sell
-1,360
Closed -$294K 141
2020
Q4
$294K Sell
1,360
-554
-29% -$120K 0.18% 105
2020
Q3
$242K Hold
1,914
0.18% 89
2020
Q2
$229K Sell
1,914
-713
-27% -$85.3K 0.19% 85
2020
Q1
$265K Buy
2,627
+869
+49% +$87.7K 0.25% 67
2019
Q4
$222K Buy
+1,758
New +$222K 0.17% 96