Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13
Closed -$363 1404
2024
Q3
$363 Buy
+13
New +$363 ﹤0.01% 1250
2018
Q2
Sell
-51,689
Closed -$2.77M 944
2018
Q1
$2.77M Sell
51,689
-3,458
-6% -$185K 0.08% 286
2017
Q4
$3.14M Buy
+55,147
New +$3.14M 0.09% 267