Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-47,800
Closed -$4.17M 825
2024
Q2
$4.17M Buy
+47,800
New +$4.17M 0.12% 74
2022
Q1
Sell
-5,229
Closed -$277K 1260
2021
Q4
$277K Buy
+5,229
New +$277K ﹤0.01% 1168
2021
Q3
Sell
-14,139
Closed -$590K 829
2021
Q2
$590K Buy
+14,139
New +$590K 0.01% 708
2020
Q4
Sell
-5,730
Closed -$230K 1360
2020
Q3
$230K Sell
5,730
-624
-10% -$25K 0.01% 1503
2020
Q2
$230K Buy
+6,354
New +$230K ﹤0.01% 1464
2015
Q3
Sell
-19,265
Closed -$289K 1251
2015
Q2
$289K Buy
+19,265
New +$289K 0.01% 1137