Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-121,100
Closed -$6.98M 465
2024
Q1
$6.98M Buy
+121,100
New +$6.98M 0.2% 65
2020
Q3
Sell
-37,500
Closed -$1.01M 255
2020
Q2
$1.01M Sell
37,500
-52,500
-58% -$1.41M 0.02% 257
2020
Q1
$2.12M Buy
+90,000
New +$2.12M 0.04% 162