Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,086
Closed -$288K 1349
2023
Q4
$288K Buy
+5,086
New +$288K 0.01% 615
2018
Q4
Sell
-88,812
Closed -$3.93M 948
2018
Q3
$3.93M Buy
88,812
+20,466
+30% +$905K 0.1% 242
2018
Q2
$4.08M Buy
68,346
+37,788
+124% +$2.26M 0.11% 223
2018
Q1
$1.65M Buy
+30,558
New +$1.65M 0.05% 384