Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-227,524
Closed -$8.17M 595
2024
Q1
$8.17M Buy
+227,524
New +$8.17M 0.58% 26
2020
Q2
Sell
-223,605
Closed -$1.29M 1469
2020
Q1
$1.29M Buy
223,605
+128,175
+134% +$737K 0.03% 703
2019
Q4
$3.22M Buy
95,430
+75,038
+368% +$2.54M 0.05% 616
2019
Q3
$552K Buy
+20,392
New +$552K 0.01% 1052