Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,150
Closed -$1.35M 312
2024
Q3
$1.35M Buy
+10,150
New +$1.35M 0.19% 46
2022
Q3
Sell
-6,500
Closed -$849K 327
2022
Q2
$849K Sell
6,500
-1,000
-13% -$131K 0.17% 66
2022
Q1
$1.09M Buy
+7,500
New +$1.09M 0.14% 79