Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-31,513
Closed -$3.2M 84
2024
Q2
$3.2M Buy
+31,513
New +$3.2M 1.64% 27
2020
Q2
Sell
-12,611
Closed -$1.44M 63
2020
Q1
$1.44M Buy
+12,611
New +$1.44M 1.07% 26