Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,920
Closed -$1.25M 367
2024
Q3
$1.25M Buy
+10,920
New +$1.25M 0.14% 48
2023
Q1
Hold
0
734
2022
Q4
Hold
0
797