Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,706
Closed -$1.48M 198
2024
Q2
$1.48M Sell
10,706
-267
-2% -$36.8K 0.35% 75
2024
Q1
$1.25M Buy
10,973
+484
+5% +$55.2K 0.29% 83
2023
Q4
$802K Buy
+10,489
New +$802K 0.2% 105
2020
Q1
Sell
-1,308
Closed -$34K 241
2019
Q4
$34K Buy
+1,308
New +$34K 0.01% 365