Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,500
Closed -$256K 140
2024
Q2
$256K Buy
+15,500
New +$256K 0.03% 155
2021
Q1
Sell
-25,000
Closed -$748K 78
2020
Q4
$748K Buy
+25,000
New +$748K 0.21% 38