Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-78,524
Closed -$3.75M 537
2024
Q3
$3.75M Buy
+78,524
New +$3.75M 0.39% 78
2020
Q1
Sell
-28,796
Closed -$544K 305
2019
Q4
$544K Buy
+28,796
New +$544K 0.04% 175