Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,729
Closed -$147K 513
2024
Q2
$147K Buy
+17,729
New +$147K ﹤0.01% 470
2020
Q1
Sell
-199,178
Closed -$1.37M 458
2019
Q4
$1.37M Buy
+199,178
New +$1.37M 0.03% 191
2017
Q3
Sell
-39,749
Closed -$228K 696
2017
Q2
$228K Buy
+39,749
New +$228K ﹤0.01% 603