Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1823
2024
Q3
Hold
0
2013
2024
Q2
Hold
0
1889
2024
Q1
Hold
0
1820
2023
Q4
Hold
0
1858
2023
Q3
Sell
-15,197
Closed -$516K 1722
2023
Q2
$516K Buy
+15,197
New +$516K 0.02% 645