Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-50,706
Closed -$6.93M 19
2024
Q3
$6.93M Sell
50,706
-20,911
-29% -$2.86M 1.56% 17
2024
Q2
$7.32M Buy
+71,617
New +$7.32M 1.12% 20
2020
Q4
Sell
-43,300
Closed -$5.8M 31
2020
Q3
$5.8M Buy
+43,300
New +$5.8M 2.89% 17