Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
127
2024
Q1
Hold
0
136
2023
Q4
Hold
0
123
2022
Q1
Hold
0
149
2021
Q4
Sell
-30,303
Closed -$3.71M 172
2021
Q3
$3.71M Sell
30,303
-93,300
-75% -$11.4M 0.06% 151
2021
Q2
$16.1M Buy
123,603
+3,503
+3% +$457K 0.21% 98
2021
Q1
$17.3M Sell
120,100
-92,600
-44% -$13.3M 0.22% 93
2020
Q4
$21.9M Buy
+212,700
New +$21.9M 0.35% 69
2018
Q4
Hold
0
65
2018
Q3
Hold
0
150
2018
Q2
Hold
0
162