Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,342
Closed -$1.14M 319
2023
Q4
$1.14M Sell
6,342
-8
-0.1% -$1.43K 0.24% 109
2023
Q3
$1.02M Sell
6,350
-156
-2% -$25.1K 0.23% 117
2023
Q2
$952K Buy
+6,506
New +$952K 0.2% 133
2020
Q2
Sell
-9,391
Closed -$1M 238
2020
Q1
$1M Buy
+9,391
New +$1M 0.32% 82