Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,724
Closed -$1.8M 71
2024
Q3
$1.8M Buy
+16,724
New +$1.8M 0.09% 54
2022
Q2
Sell
-168,300
Closed -$7.28M 67
2022
Q1
$7.28M Buy
+168,300
New +$7.28M 0.28% 44
2020
Q4
Sell
-231,427
Closed -$6.78M 59
2020
Q3
$6.78M Buy
+231,427
New +$6.78M 0.6% 37