Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,756
Closed -$293K 17
2023
Q4
$293K Buy
+4,756
New +$293K 0.09% 13
2020
Q2
Sell
-204,270
Closed -$5.7M 20
2020
Q1
$5.7M Buy
204,270
+137,235
+205% +$3.83M 1.42% 7
2019
Q4
$1.99M Buy
+67,035
New +$1.99M 0.41% 12