Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,000
Closed -$1.01M 38
2024
Q2
$1.01M Buy
+14,000
New +$1.01M 0.64% 24
2021
Q3
Sell
-9,000
Closed -$2.04M 31
2021
Q2
$2.04M Sell
9,000
-3,000
-25% -$680K 0.62% 12
2021
Q1
$2.72M Buy
+12,000
New +$2.72M 0.51% 9
2019
Q2
Hold
0
45
2019
Q1
Hold
0
37
2018
Q4
Hold
0
41
2018
Q3
Hold
0
38