Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,067
Closed -$6.09M 128
2024
Q3
$6.09M Buy
12,067
+62
+0.5% +$31.3K 1.23% 22
2024
Q2
$5.16M Buy
+12,005
New +$5.16M 1.16% 31
2022
Q2
Sell
-7,533
Closed -$2.27M 193
2022
Q1
$2.27M Buy
+7,533
New +$2.27M 0.42% 100