Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,000
Closed -$2.03M 142
2024
Q3
$2.03M Buy
+15,000
New +$2.03M 0.45% 46
2022
Q1
Sell
-4,500
Closed -$540K 116
2021
Q4
$540K Hold
4,500
0.16% 67
2021
Q3
$557K Buy
+4,500
New +$557K 0.16% 55