Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-387,684
Closed -$3.64M 351
2024
Q3
$3.64M Buy
+387,684
New +$3.64M 0.1% 134
2017
Q4
Sell
-21,200
Closed -$350K 239
2017
Q3
$350K Buy
+21,200
New +$350K 0.02% 175
2017
Q2
Sell
-24,100
Closed -$437K 208
2017
Q1
$437K Buy
+24,100
New +$437K 0.02% 168
2016
Q4
Sell
-9,400
Closed -$221K 213
2016
Q3
$221K Buy
+9,400
New +$221K 0.01% 179