Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-760
Closed -$208K 19
2024
Q2
$208K Buy
+760
New +$208K 2.24% 25
2015
Q3
Sell
-5,448
Closed -$342K 188
2015
Q2
$342K Buy
+5,448
New +$342K 0.13% 38