Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-29,458
Closed -$2.88M 324
2023
Q4
$2.88M Sell
29,458
-1,444
-5% -$141K 0.18% 95
2023
Q3
$2.63M Sell
30,902
-256
-0.8% -$21.8K 0.18% 80
2023
Q2
$2.74M Buy
+31,158
New +$2.74M 0.17% 86
2018
Q1
Sell
-12,306
Closed -$583K 503
2017
Q4
$583K Buy
+12,306
New +$583K 0.09% 66