Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,191
Closed -$1.15M 649
2024
Q1
$1.15M Buy
+29,191
New +$1.15M 0.18% 181
2023
Q4
Sell
-6,271
Closed -$261K 649
2023
Q3
$261K Buy
+6,271
New +$261K 0.04% 432
2021
Q2
Sell
-11,652
Closed -$454K 601
2021
Q1
$454K Buy
+11,652
New +$454K 0.14% 211
2019
Q2
Sell
-6,132
Closed -$212K 486
2019
Q1
$212K Buy
+6,132
New +$212K 0.53% 75