Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-691
Closed -$535K 143
2024
Q3
$535K Sell
691
-545
-44% -$422K 0.05% 116
2024
Q2
$1.02M Buy
+1,236
New +$1.02M 0.11% 89
2023
Q1
Sell
-15,600
Closed -$5.88M 177
2022
Q4
$5.88M Buy
+15,600
New +$5.88M 0.6% 59
2019
Q2
Sell
-138,200
Closed -$16.5M 126
2019
Q1
$16.5M Buy
+138,200
New +$16.5M 1.44% 22