Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,386
Closed -$512K 839
2024
Q3
$512K Buy
+2,386
New +$512K 0.29% 41
2024
Q1
Sell
-100
Closed -$21.7K 1576
2023
Q4
$21.7K Buy
+100
New +$21.7K 0.02% 1027