Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,817
Closed -$1.8M 770
2024
Q3
$1.8M Buy
+16,817
New +$1.8M 0.03% 421
2024
Q2
Sell
-38,661
Closed -$3.58M 666
2024
Q1
$3.58M Buy
+38,661
New +$3.58M 0.07% 259
2021
Q2
Sell
-9,244
Closed -$819K 547
2021
Q1
$819K Buy
+9,244
New +$819K 0.12% 221