Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,244
Closed -$4.54M 207
2024
Q3
$4.54M Buy
+33,244
New +$4.54M 0.07% 123
2024
Q2
Sell
-59,800
Closed -$5.3M 189
2024
Q1
$5.3M Buy
+59,800
New +$5.3M 0.09% 116
2018
Q1
Sell
-2,990
Closed -$588K 245
2017
Q4
$588K Buy
2,990
+1,674
+127% +$329K 0.01% 145
2017
Q3
$231K Sell
1,316
-239
-15% -$42K 0.01% 200
2017
Q2
$271K Buy
+1,555
New +$271K ﹤0.01% 158