Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,727
Closed -$1.17M 266
2024
Q3
$1.17M Buy
11,727
+1,252
+12% +$125K 0.18% 73
2024
Q2
$1.23M Buy
+10,475
New +$1.23M 0.21% 69
2015
Q2
Sell
-119
Closed -$9.48K 263
2015
Q1
$9.48K Buy
+119
New +$9.48K 0.01% 222