Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-94,577
Closed -$2.97M 246
2024
Q2
$2.97M Sell
94,577
-938
-1% -$29.5K 0.47% 68
2024
Q1
$3.57M Buy
+95,515
New +$3.57M 0.56% 43
2021
Q2
Sell
-3,775
Closed -$252K 523
2021
Q1
$252K Buy
3,775
+838
+29% +$55.9K 0.08% 326
2020
Q4
$213K Buy
+2,937
New +$213K 0.08% 331