Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-728
Closed -$5.52M 471
2024
Q2
$5.52M Sell
728
-531
-42% -$4.03M 0.1% 169
2024
Q1
$10.2M Buy
+1,259
New +$10.2M 0.16% 103
2022
Q4
Sell
-1,080
Closed -$4.31M 594
2022
Q3
$4.31M Buy
+1,080
New +$4.31M 0.1% 208
2021
Q1
Sell
-1,598
Closed -$6.52M 736
2020
Q4
$6.52M Buy
+1,598
New +$6.52M 0.07% 173
2020
Q3
Sell
-1,600
Closed -$5.21M 402
2020
Q2
$5.21M Buy
+1,600
New +$5.21M 0.14% 128
2019
Q4
Sell
-2,800
Closed -$10.4M 287
2019
Q3
$10.4M Buy
+2,800
New +$10.4M 0.42% 63