Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,897
Closed -$992K 210
2024
Q2
$992K Buy
+17,897
New +$992K 0.01% 182
2020
Q2
Sell
-191,200
Closed -$1.63M 639
2020
Q1
$1.63M Buy
+191,200
New +$1.63M 0.02% 179
2018
Q4
Sell
-10,146
Closed -$300K 696
2018
Q3
$300K Buy
+10,146
New +$300K ﹤0.01% 551
2015
Q4
Sell
-15,000
Closed -$213K 541
2015
Q3
$213K Buy
+15,000
New +$213K ﹤0.01% 395