Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$511K Buy
10,203
+3,758
+58% +$188K 0.24% 151
2023
Q4
$293K Buy
+6,445
New +$293K 0.09% 338
2023
Q3
Sell
-21,567
Closed -$913K 629
2023
Q2
$913K Buy
+21,567
New +$913K 0.16% 214
2019
Q1
Sell
-24,685
Closed -$677K 694
2018
Q4
$677K Buy
24,685
+9,157
+59% +$251K 0.09% 289
2018
Q3
$594K Buy
+15,528
New +$594K 0.11% 262