Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,820
Closed -$968K 554
2024
Q2
$968K Sell
7,820
-5,969
-43% -$739K 0.1% 254
2024
Q1
$1.82M Buy
+13,789
New +$1.82M 0.23% 150
2021
Q4
Sell
-2,926
Closed -$220K 338
2021
Q3
$220K Buy
+2,926
New +$220K 0.02% 257
2020
Q4
Sell
-7,644
Closed -$605K 485
2020
Q3
$605K Buy
+7,644
New +$605K 0.06% 231