Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-115,530
Closed -$2.32M 420
2024
Q3
$2.32M Buy
+115,530
New +$2.32M 0.04% 234
2023
Q1
Sell
-92,172
Closed -$2.65M 461
2022
Q4
$2.65M Sell
92,172
-156,259
-63% -$4.49M 0.06% 214
2022
Q3
$5.62M Buy
+248,431
New +$5.62M 0.13% 141
2014
Q3
Sell
-27,379
Closed -$426K 329
2014
Q2
$426K Buy
+27,379
New +$426K 0.01% 344