Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,387
Closed -$1.61M 256
2024
Q3
$1.61M Buy
+21,387
New +$1.61M 0.05% 122
2021
Q1
Hold
0
443
2020
Q4
Hold
0
335
2020
Q3
Sell
-9,458
Closed -$294K 340
2020
Q2
$294K Buy
+9,458
New +$294K 0.05% 136