Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,500
Closed -$1.42M 283
2024
Q2
$1.42M Buy
+12,500
New +$1.42M 0.2% 55
2023
Q2
Sell
-5,000
Closed -$290K 333
2023
Q1
$290K Buy
+5,000
New +$290K 0.06% 167
2021
Q3
Sell
-2,500
Closed -$364K 391
2021
Q2
$364K Buy
+2,500
New +$364K 0.04% 214