Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,925
Closed -$219K 850
2024
Q3
$219K Buy
+3,925
New +$219K 0.01% 664
2020
Q4
Sell
-6,382
Closed -$243K 1992
2020
Q3
$243K Buy
+6,382
New +$243K 0.01% 1463
2020
Q1
Sell
-6,139
Closed -$315K 1817
2019
Q4
$315K Buy
+6,139
New +$315K ﹤0.01% 1432
2019
Q3
Sell
-14,377
Closed -$583K 1886
2019
Q2
$583K Buy
+14,377
New +$583K 0.01% 767
2014
Q4
Sell
-36,595
Closed -$715K 1273
2014
Q3
$715K Buy
+36,595
New +$715K 0.03% 376