Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,000
Closed -$3.04M 71
2024
Q3
$3.04M Hold
21,000
0.45% 32
2024
Q2
$3.06M Hold
21,000
0.47% 28
2024
Q1
$3.02M Hold
21,000
0.49% 24
2023
Q4
$1.96M Buy
+21,000
New +$1.96M 0.38% 24