Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,432
Closed -$748K 59
2024
Q1
$748K Buy
8,432
+897
+12% +$79.6K 0.24% 38
2023
Q4
$689K Buy
+7,535
New +$689K 0.24% 39
2018
Q1
Sell
-1,435
Closed -$282K 103
2017
Q4
$282K Buy
+1,435
New +$282K 0.13% 84
2015
Q3
Sell
-2,631
Closed -$339K 97
2015
Q2
$339K Buy
+2,631
New +$339K 0.23% 69