Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,496
Closed -$4.1M 740
2024
Q2
$4.1M Sell
17,496
-13,311
-43% -$3.12M 0.06% 36
2024
Q1
$5.46M Buy
+30,807
New +$5.46M 0.08% 26
2019
Q4
Hold
0
455
2019
Q3
Hold
0
408