Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-205,030
Closed -$4.38M 604
2024
Q1
$4.38M Sell
205,030
-59,000
-22% -$1.26M 0.03% 345
2023
Q4
$6.35M Buy
+264,030
New +$6.35M 0.05% 260
2020
Q1
Sell
-87,035
Closed -$2.58M 470
2019
Q4
$2.58M Buy
+87,035
New +$2.58M 0.08% 178