Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-161,184
Closed -$648K 907
2024
Q2
$648K Buy
+161,184
New +$648K 0.01% 768
2021
Q2
Sell
-37,500
Closed -$1.42M 1047
2021
Q1
$1.42M Hold
37,500
0.01% 807
2020
Q4
$1.24M Buy
+37,500
New +$1.24M 0.01% 790