Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-79,450
Closed -$3.85M 130
2024
Q3
$3.85M Buy
79,450
+1,550
+2% +$75.2K 1.84% 14
2024
Q2
$3.32M Hold
77,900
1.81% 15
2024
Q1
$3.33M Hold
77,900
1.99% 14
2023
Q4
$3.36M Hold
77,900
1.82% 16
2023
Q3
$2.75M Hold
77,900
1.53% 17
2023
Q2
$3.33M Buy
+77,900
New +$3.33M 1.54% 21