Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,075
Closed -$257K 225
2024
Q2
$257K Buy
+2,075
New +$257K 0.2% 63
2014
Q3
$288K Buy
5,096
+1,646
+48% +$93K 0.54% 21
2014
Q2
$190K Buy
+3,450
New +$190K 0.37% 26