Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,500
Closed -$362K 151
2024
Q3
$362K Buy
+2,500
New +$362K 0.11% 148
2021
Q4
Sell
-1,400
Closed -$201K 202
2021
Q3
$201K Buy
+1,400
New +$201K 0.1% 174