Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,850
Closed -$1.54M 83
2024
Q2
$1.54M Buy
+8,850
New +$1.54M 0.63% 41
2023
Q3
Sell
-7,055
Closed -$712K 81
2023
Q2
$712K Buy
+7,055
New +$712K 0.46% 44
2021
Q1
Sell
-7,540
Closed -$822K 101
2020
Q4
$822K Buy
7,540
+3,500
+87% +$382K 0.43% 54
2020
Q3
$328K Buy
+4,040
New +$328K 0.2% 72