Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-995
Closed -$204K 253
2024
Q2
$204K Hold
995
0.02% 196
2024
Q1
$250K Buy
+995
New +$250K 0.02% 215
2017
Q1
Sell
-2,040
Closed -$239K 86
2016
Q4
$239K Buy
+2,040
New +$239K 0.04% 61