Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-641
Closed -$323K 302
2024
Q3
$323K Sell
641
-1
-0.2% -$505 0.05% 113
2024
Q2
$276K Buy
+642
New +$276K 0.04% 127
2020
Q1
Sell
-3,271
Closed -$818K 218
2019
Q4
$818K Buy
+3,271
New +$818K 0.34% 75
2019
Q1
Sell
-1,519
Closed -$280K 153
2018
Q4
$280K Buy
+1,519
New +$280K 0.07% 241