Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-24,014
Closed -$1.98M 449
2023
Q4
$1.98M Buy
+24,014
New +$1.98M 0.32% 85
2023
Q1
Sell
-26,306
Closed -$1.89M 480
2022
Q4
$1.89M Sell
26,306
-9,731
-27% -$700K 0.32% 97
2022
Q3
$2.03M Buy
+36,037
New +$2.03M 0.38% 71
2020
Q2
Sell
-8,921
Closed -$305K 273
2020
Q1
$305K Buy
+8,921
New +$305K 0.59% 41
2019
Q3
Sell
-501
Closed -$27K 413
2019
Q2
$27K Buy
+501
New +$27K 0.17% 175