Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,298
Closed -$704K 2044
2024
Q3
$704K Buy
+13,298
New +$704K 0.04% 348
2023
Q3
Sell
-4,599
Closed -$275K 1892
2023
Q2
$275K Buy
+4,599
New +$275K 0.02% 646
2019
Q4
Sell
-8,330
Closed -$216K 1841
2019
Q3
$216K Buy
8,330
+48
+0.6% +$1.25K 0.02% 929
2019
Q2
$260K Buy
+8,282
New +$260K 0.02% 855
2018
Q1
Sell
-9,490
Closed -$458K 2584
2017
Q4
$458K Buy
+9,490
New +$458K 0.02% 904