Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-40,284
Closed -$1.7M 558
2024
Q3
$1.7M Buy
40,284
+15,671
+64% +$662K 0.2% 145
2024
Q2
$1.45M Buy
+24,613
New +$1.45M 0.18% 175
2023
Q1
Sell
-13,882
Closed -$497K 670
2022
Q4
$497K Buy
+13,882
New +$497K 0.08% 270
2021
Q1
Sell
-2,447
Closed -$43K 1044
2020
Q4
$43K Buy
+2,447
New +$43K 0.01% 790
2020
Q2
Sell
-3,491
Closed -$39K 1246
2020
Q1
$39K Buy
+3,491
New +$39K 0.01% 824