Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,500
Closed -$4.95M 151
2024
Q3
$4.95M Buy
+8,500
New +$4.95M 0.32% 78
2024
Q1
Sell
-472
Closed -$267K 312
2023
Q4
$267K Buy
+472
New +$267K 0.03% 213
2023
Q2
Sell
-5,500
Closed -$3.08M 111
2023
Q1
$3.08M Buy
+5,500
New +$3.08M 0.67% 37