Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-26,623
Closed -$2.63M 61
2024
Q3
$2.63M Hold
26,623
0.76% 26
2024
Q2
$2.74M Sell
26,623
-105
-0.4% -$10.8K 0.93% 31
2024
Q1
$3.31M Hold
26,728
1.17% 28
2023
Q4
$2.61M Buy
+26,728
New +$2.61M 0.87% 32