Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,890
Closed -$752K 67
2024
Q2
$752K Sell
3,890
-138
-3% -$26.7K 0.84% 14
2024
Q1
$727K Buy
+4,028
New +$727K 0.69% 11
2023
Q4
Sell
-2,606
Closed -$331K 66
2023
Q3
$331K Buy
+2,606
New +$331K 0.39% 37
2021
Q1
Sell
-7,240
Closed -$1.18M 66
2020
Q4
$1.18M Buy
+7,240
New +$1.18M 1.22% 10