Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
386
2024
Q3
Hold
0
393
2023
Q4
Sell
-424,230
Closed -$10.9M 267
2023
Q3
$10.9M Buy
+424,230
New +$10.9M 0.38% 59
2023
Q2
Sell
-295,929
Closed -$8.69M 297
2023
Q1
$8.69M Buy
+295,929
New +$8.69M 0.35% 65
2022
Q2
Hold
0
284
2022
Q1
Hold
0
279
2014
Q4
Sell
-594,540
Closed -$9.58M 162
2014
Q3
$9.58M Buy
+594,540
New +$9.58M 0.58% 27