Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,484
Closed -$2.22M 39
2024
Q3
$2.22M Buy
+8,484
New +$2.22M 2.1% 16
2022
Q4
Sell
-3,600
Closed -$955K 43
2022
Q3
$955K Sell
3,600
-10,488
-74% -$2.78M 0.8% 26
2022
Q2
$3.16M Buy
+14,088
New +$3.16M 3.88% 14