Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-32,408
Closed -$7.92M 107
2024
Q3
$7.92M Sell
32,408
-9,791
-23% -$2.39M 0.56% 42
2024
Q2
$9.43M Buy
42,199
+9,011
+27% +$2.01M 1.17% 36
2024
Q1
$9.05M Buy
33,188
+18,057
+119% +$4.93M 0.82% 38
2023
Q4
$4.18M Buy
+15,131
New +$4.18M 0.5% 46
2019
Q2
Sell
-1,914
Closed -$369K 80
2019
Q1
$369K Buy
+1,914
New +$369K 0.07% 71
2014
Q1
Sell
-2,301
Closed -$191K 436
2013
Q4
$191K Buy
+2,301
New +$191K 0.05% 181