Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,000
Closed -$518K 60
2024
Q3
$518K Buy
+1,000
New +$518K 0.31% 46
2024
Q2
Sell
-2,000
Closed -$1.01M 90
2024
Q1
$1.01M Buy
2,000
+250
+14% +$126K 0.69% 45
2023
Q4
$1.04M Buy
+1,750
New +$1.04M 0.72% 45