Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-53,531
Closed -$625K 253
2024
Q3
$625K Sell
53,531
-13,407
-20% -$157K 0.15% 90
2024
Q2
$748K Buy
+66,938
New +$748K 0.19% 84
2017
Q1
Sell
-28,659
Closed -$218K 244
2016
Q4
$218K Buy
+28,659
New +$218K 0.02% 211