Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-27,795
Closed -$3.13M 272
2023
Q4
$3.13M Buy
27,795
+5,962
+27% +$672K 0.56% 106
2023
Q3
$1.77M Buy
+21,833
New +$1.77M 0.34% 128
2019
Q1
Sell
-19,140
Closed -$1.37M 274
2018
Q4
$1.37M Buy
+19,140
New +$1.37M 0.37% 126