Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,878
Closed -$2.21M 425
2024
Q2
$2.21M Buy
+6,878
New +$2.21M 0.29% 35
2021
Q4
Sell
-1,206
Closed -$410K 102
2021
Q3
$410K Buy
+1,206
New +$410K 0.13% 30
2021
Q1
Sell
-912
Closed -$332K 119
2020
Q4
$332K Buy
+912
New +$332K 0.12% 34