Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,400
Closed -$2.44M 319
2024
Q3
$2.44M Buy
33,400
+2,700
+9% +$197K 0.06% 141
2024
Q2
$1.85M Buy
+30,700
New +$1.85M 0.05% 152
2022
Q2
Sell
-3,444
Closed -$205K 519
2022
Q1
$205K Buy
3,444
+1,329
+63% +$79.1K 0.01% 364
2021
Q4
$148K Buy
+2,115
New +$148K 0.01% 351