Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,220
Closed -$945K 295
2024
Q3
$945K Buy
+1,220
New +$945K 0.1% 177
2018
Q4
Sell
-9,500
Closed -$966K 260
2018
Q3
$966K Buy
+9,500
New +$966K 0.14% 88