Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-38,280
Closed -$2.13M 66
2024
Q3
$2.13M Buy
+38,280
New +$2.13M 0.16% 68
2024
Q2
Sell
-28,438
Closed -$1.95M 73
2024
Q1
$1.95M Sell
28,438
-154,863
-84% -$10.6M 0.15% 73
2023
Q4
$14.9M Buy
+183,301
New +$14.9M 2.86% 8