Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,683
Closed -$663K 1359
2023
Q4
$663K Buy
11,683
+1,318
+13% +$74.8K 0.01% 653
2023
Q3
$464K Buy
+10,365
New +$464K 0.01% 758
2015
Q1
Sell
-26,490
Closed -$935K 860
2014
Q4
$935K Buy
+26,490
New +$935K 0.04% 352