Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,055
Closed -$337K 1016
2024
Q3
$337K Buy
+7,055
New +$337K 0.02% 656
2024
Q2
Sell
-18,834
Closed -$816K 886
2024
Q1
$816K Buy
+18,834
New +$816K 0.04% 364
2023
Q4
Sell
-36,051
Closed -$1.43M 840
2023
Q3
$1.43M Buy
+36,051
New +$1.43M 0.07% 253
2014
Q3
Sell
-39,486
Closed -$774K 182
2014
Q2
$774K Buy
+39,486
New +$774K 0.14% 52