Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,186
Closed -$204K 261
2024
Q3
$204K Buy
+10,186
New +$204K 0.07% 224
2023
Q4
$184K Buy
+9,558
New +$184K 0.41% 82
2019
Q3
Sell
-43,287
Closed -$725K 278
2019
Q2
$725K Buy
+43,287
New +$725K 0.41% 94