Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,764
Closed -$204K 189
2023
Q4
$204K Buy
+5,764
New +$204K 0.04% 173
2013
Q3
Sell
-76,662
Closed -$2.62M 92
2013
Q2
$2.62M Buy
+76,662
New +$2.62M 0.57% 46