Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,953
Closed -$587K 236
2024
Q3
$587K Buy
+4,953
New +$587K 0.02% 170
2017
Q1
Sell
-19,897
Closed -$307K 292
2016
Q4
$307K Buy
19,897
+413
+2% +$6.37K 0.03% 256
2016
Q3
$262K Buy
+19,484
New +$262K 0.02% 279