Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,093
Closed -$1.22M 598
2024
Q1
$1.22M Buy
2,093
+233
+13% +$136K 0.19% 174
2023
Q4
$815K Buy
+1,860
New +$815K 0.13% 232
2019
Q1
Sell
-276
Closed -$15K 717
2018
Q4
$15K Buy
+276
New +$15K 0.07% 404