Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,700
Closed -$1.15M 87
2024
Q3
$1.15M Buy
+11,700
New +$1.15M 0.54% 48
2020
Q1
Sell
-20,850
Closed -$1.1M 87
2019
Q4
$1.1M Buy
+20,850
New +$1.1M 0.67% 45