Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
39
2024
Q2
Hold
0
40
2022
Q4
Sell
-28,700
Closed -$3.48M 119
2022
Q3
$3.48M Buy
28,700
+1,900
+7% +$230K 0.29% 98
2022
Q2
$3.66M Buy
+26,800
New +$3.66M 0.29% 103
2020
Q2
Sell
-20,000
Closed -$2.98M 65
2020
Q1
$2.98M Buy
+20,000
New +$2.98M 0.41% 40