Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-58,300
Closed -$805K 862
2024
Q3
$805K Buy
58,300
+6,481
+13% +$89.5K 0.08% 271
2024
Q2
$722K Buy
+51,819
New +$722K 0.08% 279