Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-28,722
Closed -$505K 919
2024
Q2
$505K Buy
28,722
+3,164
+12% +$55.7K 0.04% 462
2024
Q1
$656K Buy
+25,558
New +$656K 0.06% 398
2020
Q1
Sell
-181,747
Closed -$7M 866
2019
Q4
$7M Buy
+181,747
New +$7M 0.51% 27