Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,200
Closed -$1.36M 202
2024
Q2
$1.36M Buy
+9,200
New +$1.36M 0.24% 65
2023
Q2
Sell
-2,103
Closed -$271K 179
2023
Q1
$271K Buy
+2,103
New +$271K 0.09% 86
2020
Q1
Sell
-9,475
Closed -$397K 156
2019
Q4
$397K Buy
+9,475
New +$397K 0.11% 57