Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,769
Closed -$1.56M 176
2024
Q2
$1.56M Buy
+7,769
New +$1.56M 0.25% 117
2019
Q4
Sell
-1,344
Closed -$220K 595
2019
Q3
$220K Buy
+1,344
New +$220K 0.63% 69
2019
Q1
Sell
-1,059
Closed -$134K 548
2018
Q4
$134K Buy
+1,059
New +$134K 0.62% 1