Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-124,340
Closed -$2.86M 64
2024
Q1
$2.86M Buy
+124,340
New +$2.86M 1.34% 27
2021
Q4
Sell
-183,995
Closed -$4.42M 86
2021
Q3
$4.42M Buy
+183,995
New +$4.42M 1.76% 25
2021
Q2
Sell
-1,915
Closed -$45K 146
2021
Q1
$45K Buy
1,915
+850
+80% +$20K 0.02% 107
2020
Q4
$25K Buy
+1,065
New +$25K 0.01% 134