Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,954
Closed -$278K 241
2024
Q1
$278K Buy
+2,954
New +$278K 0.06% 181
2022
Q1
Sell
-30,600
Closed -$5.1K 197
2021
Q4
$5.1K Buy
+30,600
New +$5.1K 0.21% 45
2021
Q2
Sell
-22,560
Closed -$3M 210
2021
Q1
$3M Buy
+22,560
New +$3M 0.45% 57
2016
Q2
Sell
-40,638
Closed -$2.5M 128
2016
Q1
$2.5M Buy
+40,638
New +$2.5M 0.49% 60