Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-38
Closed -$31.3K 108
2024
Q2
$31.3K Buy
+38
New +$31.3K ﹤0.01% 91
2020
Q4
Sell
-24,400
Closed -$4.73M 37
2020
Q3
$4.73M Buy
24,400
+11,300
+86% +$2.19M 1.13% 19
2020
Q2
$2.55M Buy
+13,100
New +$2.55M 0.74% 23