Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-30,371
Closed -$69.9K 705
2023
Q4
$69.9K Buy
+30,371
New +$69.9K 0.01% 720
2022
Q2
Sell
-104,641
Closed -$472K 989
2022
Q1
$472K Buy
+104,641
New +$472K 0.02% 697
2018
Q2
Sell
-361,938
Closed -$6.2M 1070
2018
Q1
$6.2M Buy
+361,938
New +$6.2M 0.18% 174
2017
Q3
Sell
-67,560
Closed -$911K 655
2017
Q2
$911K Buy
+67,560
New +$911K 0.03% 372