Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-176,379
Closed -$1.18M 2715
2024
Q3
$1.18M Buy
+176,379
New +$1.18M 0.09% 353
2024
Q1
Sell
-65,348
Closed -$593K 2156
2023
Q4
$593K Buy
+65,348
New +$593K 0.13% 174
2023
Q2
Sell
-52,001
Closed -$547K 1687
2023
Q1
$547K Sell
52,001
-33,650
-39% -$354K 0.11% 241
2022
Q4
$835K Buy
+85,651
New +$835K 0.18% 127
2021
Q3
Sell
-19,109
Closed -$1.02M 941
2021
Q2
$1.02M Buy
+19,109
New +$1.02M 0.34% 39