Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-76,566
Closed -$3.68M 487
2024
Q3
$3.68M Buy
+76,566
New +$3.68M 0.43% 69
2024
Q1
Sell
-61,108
Closed -$2.04M 491
2023
Q4
$2.04M Buy
+61,108
New +$2.04M 0.18% 156
2023
Q2
Sell
-11,229
Closed -$221K 479
2023
Q1
$221K Buy
+11,229
New +$221K 0.02% 473