Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-81,773
Closed -$4.24M 501
2024
Q1
$4.24M Buy
+81,773
New +$4.24M 0.35% 89
2022
Q2
Sell
-33,143
Closed -$1.81M 621
2022
Q1
$1.81M Buy
+33,143
New +$1.81M 0.33% 85
2021
Q3
Sell
-1,330
Closed -$42K 714
2021
Q2
$42K Buy
+1,330
New +$42K 0.01% 742
2021
Q1
Sell
-9,332
Closed -$134K 1011
2020
Q4
$134K Buy
+9,332
New +$134K 0.02% 593