Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,194
Closed -$616K 294
2024
Q3
$616K Buy
+5,194
New +$616K 0.25% 146
2019
Q3
Sell
-7,653
Closed -$197K 356
2019
Q2
$197K Buy
7,653
+4,299
+128% +$111K 0.07% 274
2019
Q1
$100K Buy
+3,354
New +$100K 0.04% 296