Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-204,248
Closed -$2.73M 319
2024
Q2
$2.73M Buy
+204,248
New +$2.73M 0.44% 121
2024
Q1
Sell
-131,531
Closed -$1.8M 323
2023
Q4
$1.8M Buy
+131,531
New +$1.8M 0.32% 135
2021
Q4
Sell
-52,455
Closed -$1.21M 365
2021
Q3
$1.21M Buy
+52,455
New +$1.21M 0.2% 239