Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,706
Closed -$3.25M 756
2024
Q3
$3.25M Buy
+14,706
New +$3.25M 0.06% 338
2023
Q2
Sell
-407,268
Closed -$53.4M 723
2023
Q1
$53.4M Buy
+407,268
New +$53.4M 1.08% 12
2021
Q1
Sell
-44,998
Closed -$5.42M 545
2020
Q4
$5.42M Buy
+44,998
New +$5.42M 0.88% 21
2020
Q1
Sell
-4,635
Closed -$594K 376
2019
Q4
$594K Buy
+4,635
New +$594K 0.17% 186