Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,889
Closed -$201K 1737
2024
Q3
$201K Buy
+2,889
New +$201K 0.01% 1167
2024
Q2
Sell
-6,541
Closed -$428K 1999
2024
Q1
$428K Sell
6,541
-59,607
-90% -$3.9M 0.03% 791
2023
Q4
$4.76M Buy
+66,148
New +$4.76M 0.44% 18
2023
Q2
Sell
-15,315
Closed -$1.13M 1795
2023
Q1
$1.13M Buy
+15,315
New +$1.13M 0.13% 219
2022
Q2
Sell
-3,982
Closed -$467K 1243
2022
Q1
$467K Buy
+3,982
New +$467K 0.11% 284
2021
Q4
Sell
-2,575
Closed -$673K 932
2021
Q3
$673K Sell
2,575
-1,077
-29% -$281K 0.12% 262
2021
Q2
$1.41M Buy
+3,652
New +$1.41M 0.36% 44
2021
Q1
Sell
-2,913
Closed -$1.03M 841
2020
Q4
$1.03M Buy
+2,913
New +$1.03M 0.43% 36