Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,051
Closed -$2.65M 170
2024
Q1
$2.65M Buy
20,051
+4,249
+27% +$561K 0.45% 37
2023
Q4
$1.72M Buy
15,802
+11,537
+271% +$1.25M 0.21% 50
2023
Q3
$439K Buy
+4,265
New +$439K 0.11% 62
2020
Q2
Sell
-12,576
Closed -$923K 71
2020
Q1
$923K Buy
+12,576
New +$923K 0.96% 19