Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,292
Closed -$233K 230
2024
Q3
$233K Sell
1,292
-3,736
-74% -$675K 0.21% 69
2024
Q2
$913K Buy
+5,028
New +$913K 0.71% 14
2014
Q3
Sell
-1,117
Closed -$43K 2690
2014
Q2
$43K Buy
+1,117
New +$43K 0.08% 183