Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$7.02M Sell
26,932
-284
-1% -$74K 0.79% 31
2024
Q3
$8.77M Sell
27,216
-1,190
-4% -$383K 0.95% 25
2024
Q2
$8.88M Sell
28,406
-1,305
-4% -$408K 1.01% 22
2024
Q1
$8.45M Sell
29,711
-741
-2% -$211K 0.97% 25
2023
Q4
$8.77M Buy
+30,452
New +$8.77M 1.03% 21