Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-27,589
Closed -$2.44M 1778
2024
Q3
$2.44M Buy
+27,589
New +$2.44M 0.05% 438
2024
Q2
Sell
-25,121
Closed -$1.66M 1943
2024
Q1
$1.66M Buy
+25,121
New +$1.66M 0.04% 531
2023
Q3
Sell
-9,400
Closed -$638K 1973
2023
Q2
$638K Buy
+9,400
New +$638K 0.02% 907