Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-646
Closed -$216K 95
2024
Q3
$216K Buy
+646
New +$216K 0.26% 47
2020
Q3
Sell
-2,420
Closed -$603K 146
2020
Q2
$603K Sell
2,420
-14,208
-85% -$3.54M 0.66% 36
2020
Q1
$1.67M Buy
+16,628
New +$1.67M 1.69% 10
2019
Q2
Sell
-2,007
Closed -$207K 99
2019
Q1
$207K Buy
+2,007
New +$207K 0.44% 143
2014
Q2
Sell
-4,949
Closed -$364K 76
2014
Q1
$364K Buy
+4,949
New +$364K 3.08% 4