Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-28,607
Closed -$157K 720
2024
Q2
$157K Sell
28,607
-217,991
-88% -$1.2M 0.01% 539
2024
Q1
$1.67M Buy
246,598
+124,150
+101% +$839K 0.12% 144
2023
Q4
$749K Buy
+122,448
New +$749K 0.05% 204
2023
Q2
Sell
-33,733
Closed -$312K 971
2023
Q1
$312K Sell
33,733
-76,489
-69% -$708K 0.02% 813
2022
Q4
$1.42M Buy
110,222
+29,164
+36% +$375K 0.09% 309
2022
Q3
$746K Buy
81,058
+70,945
+702% +$653K 0.05% 511
2022
Q2
$125K Buy
+10,113
New +$125K 0.01% 917
2019
Q4
Sell
-53,659
Closed -$495K 1679
2019
Q3
$495K Buy
+53,659
New +$495K 0.01% 1090
2019
Q2
Sell
-23,366
Closed -$222K 1225
2019
Q1
$222K Buy
+23,366
New +$222K ﹤0.01% 921