Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,194
Closed -$2.95M 391
2024
Q2
$2.95M Buy
+13,194
New +$2.95M 0.08% 149
2023
Q3
Sell
-68,231
Closed -$12.1M 278
2023
Q2
$12.1M Buy
+68,231
New +$12.1M 0.44% 52
2020
Q1
Sell
-17,427
Closed -$1.99M 215
2019
Q4
$1.99M Buy
+17,427
New +$1.99M 0.14% 93