Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,506
Closed -$725K 1295
2024
Q3
$725K Buy
+20,506
New +$725K 0.01% 696
2024
Q2
Sell
-25,528
Closed -$680K 1296
2024
Q1
$680K Buy
+25,528
New +$680K 0.01% 694
2014
Q3
Sell
-18,889
Closed -$688K 826
2014
Q2
$688K Buy
+18,889
New +$688K 0.03% 411