Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-251,125
Closed -$2.88M 67
2024
Q3
$2.88M Hold
251,125
0.45% 17
2024
Q2
$2.51M Hold
251,125
0.28% 20
2024
Q1
$2.96M Hold
251,125
0.41% 21
2023
Q4
$2.87M Hold
251,125
0.45% 23
2023
Q3
$2.89M Hold
251,125
0.29% 24
2023
Q2
$2.92M Hold
251,125
0.21% 24
2023
Q1
$3M Buy
+251,125
New +$3M 1.73% 8