Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-74,926
Closed -$8.15M 777
2024
Q2
$8.15M Buy
+74,926
New +$8.15M 0.16% 162
2022
Q2
Sell
-13,580
Closed -$838K 608
2022
Q1
$838K Buy
+13,580
New +$838K 0.04% 339
2020
Q4
Sell
-9,848
Closed -$337K 520
2020
Q3
$337K Buy
+9,848
New +$337K 0.07% 329