Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,207
Closed -$4.07M 375
2023
Q4
$4.07M Buy
+11,207
New +$4.07M 0.27% 116
2020
Q4
Sell
-7,648
Closed -$2.5M 319
2020
Q3
$2.5M Sell
7,648
-4,858
-39% -$1.59M 0.22% 172
2020
Q2
$3.65M Buy
+12,506
New +$3.65M 0.42% 91