Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,557
Closed -$250K 108
2024
Q3
$250K Buy
+2,557
New +$250K 0.07% 213
2021
Q1
Sell
-4,658
Closed -$480K 210
2020
Q4
$480K Buy
+4,658
New +$480K 0.09% 205