Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,900
Closed -$863K 193
2024
Q3
$863K Buy
+12,900
New +$863K 0.26% 91
2024
Q2
Sell
-15,200
Closed -$931K 195
2024
Q1
$931K Hold
15,200
0.39% 61
2023
Q4
$948K Buy
+15,200
New +$948K 0.46% 52