Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-336,821
Closed -$5.34M 361
2023
Q4
$5.34M Buy
+336,821
New +$5.34M 0.65% 56
2021
Q3
Sell
-61,625
Closed -$1.41M 384
2021
Q2
$1.41M Buy
+61,625
New +$1.41M 0.15% 185
2013
Q4
Sell
-206,478
Closed -$3.22M 113
2013
Q3
$3.22M Buy
+206,478
New +$3.22M 1.3% 39