Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-50,100
Closed -$6.16M 537
2024
Q1
$6.16M Buy
50,100
+25,900
+107% +$3.19M 0.04% 293
2023
Q4
$2.94M Buy
24,200
+12,800
+112% +$1.55M 0.02% 360
2023
Q3
$1.35M Buy
+11,400
New +$1.35M 0.01% 422
2019
Q3
Sell
-9,886
Closed -$767K 485
2019
Q2
$767K Buy
+9,886
New +$767K 0.01% 434
2018
Q4
Sell
-10,160
Closed -$618K 694
2018
Q3
$618K Buy
+10,160
New +$618K 0.01% 464
2017
Q4
Sell
-8,076
Closed -$596K 750
2017
Q3
$596K Buy
+8,076
New +$596K 0.01% 428