Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,517
Closed -$2.29M 344
2024
Q1
$2.29M Buy
+5,517
New +$2.29M 0.26% 111
2020
Q1
Sell
-9,313
Closed -$1.38M 274
2019
Q4
$1.38M Sell
9,313
-1,545
-14% -$228K 0.18% 124
2019
Q3
$1.43M Buy
+10,858
New +$1.43M 0.2% 141