Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,030
Closed -$1.65M 126
2024
Q2
$1.65M Sell
10,030
-2,533
-20% -$418K 0.33% 57
2024
Q1
$2.2M Sell
12,563
-1,534
-11% -$268K 0.45% 59
2023
Q4
$2.39M Buy
14,097
+5,426
+63% +$922K 0.54% 57
2023
Q3
$1.47M Buy
+8,671
New +$1.47M 0.38% 74
2021
Q3
Sell
-116
Closed -$17K 241
2021
Q2
$17K Buy
+116
New +$17K ﹤0.01% 202
2020
Q4
Sell
-116
Closed -$16K 199
2020
Q3
$16K Buy
+116
New +$16K 0.01% 185