Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-80,202
Closed -$3.31M 325
2024
Q1
$3.31M Buy
+80,202
New +$3.31M 0.37% 77
2021
Q1
Sell
-3,000
Closed -$255K 348
2020
Q4
$255K Buy
+3,000
New +$255K 0.03% 300