Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,920
Closed -$583K 117
2024
Q3
$583K Buy
+4,920
New +$583K 0.04% 63
2022
Q2
Sell
-154,809
Closed -$7.77M 43
2022
Q1
$7.77M Buy
+154,809
New +$7.77M 1.65% 26
2020
Q3
Hold
0
36
2020
Q2
Hold
0
38
2018
Q2
Sell
-71,265
Closed -$1.46M 105
2018
Q1
$1.46M Buy
+71,265
New +$1.46M 0.19% 33