Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-24,096
Closed -$181K 1289
2024
Q3
$181K Buy
+24,096
New +$181K 0.01% 1177
2024
Q2
Sell
-40,986
Closed -$366K 1507
2024
Q1
$366K Buy
40,986
+25,578
+166% +$228K 0.03% 867
2023
Q4
$159K Buy
+15,408
New +$159K 0.01% 1040
2021
Q3
Sell
-4,181
Closed -$338K 707
2021
Q2
$338K Buy
+4,181
New +$338K 0.09% 370
2021
Q1
Sell
-3,479
Closed -$225K 659
2020
Q4
$225K Buy
+3,479
New +$225K 0.09% 418