Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,200
Closed -$465K 67
2024
Q3
$465K Buy
+9,200
New +$465K 0.29% 22
2023
Q3
Sell
-12,700
Closed -$544K 292
2023
Q2
$544K Sell
12,700
-8,900
-41% -$381K 0.13% 123
2023
Q1
$811K Sell
21,600
-1,900
-8% -$71.3K 0.16% 101
2022
Q4
$859K Buy
+23,500
New +$859K 0.16% 104