Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,015
Closed -$320K 487
2024
Q2
$320K Buy
+3,015
New +$320K 0.06% 230
2018
Q2
Sell
-62,761
Closed -$2.21M 119
2018
Q1
$2.21M Buy
+62,761
New +$2.21M 0.52% 31