Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,379
Closed -$2.1M 470
2024
Q3
$2.1M Buy
+3,379
New +$2.1M 0.68% 12
2022
Q2
Sell
-1,528
Closed -$735K 289
2022
Q1
$735K Buy
1,528
+598
+64% +$288K 0.39% 72
2021
Q4
$598K Buy
+930
New +$598K 0.46% 62