Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,353
Closed -$757K 237
2024
Q2
$757K Buy
+4,353
New +$757K 0.09% 111
2021
Q3
Sell
-71,391
Closed -$8.58M 306
2021
Q2
$8.58M Buy
71,391
+41,514
+139% +$4.99M 0.89% 41
2021
Q1
$3.53M Buy
+29,877
New +$3.53M 0.43% 59