Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,202
Closed -$656K 911
2024
Q2
$656K Buy
+5,202
New +$656K 0.03% 467
2023
Q4
Sell
-1,668
Closed -$249K 860
2023
Q3
$249K Buy
+1,668
New +$249K 0.01% 658
2013
Q4
Sell
-39,899
Closed -$5.07M 208
2013
Q3
$5.07M Buy
+39,899
New +$5.07M 0.8% 29