Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,757
Closed -$637K 513
2024
Q3
$637K Sell
21,757
-37,029
-63% -$1.08M 0.07% 295
2024
Q2
$1.6M Buy
+58,786
New +$1.6M 0.16% 183
2022
Q4
Sell
-26,338
Closed -$809K 234
2022
Q3
$809K Buy
+26,338
New +$809K 0.28% 116
2019
Q3
Sell
-26,792
Closed -$938K 290
2019
Q2
$938K Buy
+26,792
New +$938K 0.06% 259