Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-145,200
Closed -$1.78M 197
2024
Q3
$1.78M Sell
145,200
-19,300
-12% -$237K 0.53% 53
2024
Q2
$2.43M Buy
+164,500
New +$2.43M 0.88% 35
2021
Q3
Sell
-6,100
Closed -$215K 188
2021
Q2
$215K Buy
+6,100
New +$215K 0.18% 124