Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,836
Closed -$503K 258
2024
Q1
$503K Sell
2,836
-6,070
-68% -$1.08M 0.1% 128
2023
Q4
$1.27M Buy
+8,906
New +$1.27M 0.27% 69
2020
Q2
Sell
-115,737
Closed -$10.8M 218
2020
Q1
$10.8M Buy
115,737
+97,763
+544% +$9.09M 3.98% 5
2019
Q4
$2.3M Buy
17,974
+6,544
+57% +$839K 0.36% 62
2019
Q3
$1.22M Buy
+11,430
New +$1.22M 0.17% 70