Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-57,997
Closed -$1.55M 419
2024
Q1
$1.55M Buy
+57,997
New +$1.55M 0.13% 192
2023
Q2
Sell
-11,314
Closed -$185K 434
2023
Q1
$185K Buy
+11,314
New +$185K 0.02% 491
2020
Q2
Sell
-11,162
Closed -$83K 1023
2020
Q1
$83K Buy
11,162
+7,942
+247% +$59.1K 0.02% 654
2019
Q4
$63K Buy
+3,220
New +$63K 0.01% 860