Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-36,090
Closed -$1.29M 231
2024
Q3
$1.29M Buy
36,090
+2,996
+9% +$107K 0.34% 156
2024
Q2
$1.16M Buy
+33,094
New +$1.16M 0.32% 142
2022
Q3
Sell
-27,633
Closed -$906K 210
2022
Q2
$906K Buy
+27,633
New +$906K 0.32% 123