Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-32,000
Closed -$638K 365
2024
Q3
$638K Buy
+32,000
New +$638K 0.09% 97
2021
Q4
Hold
0
476
2021
Q3
Sell
-4,000
Closed -$328K 515
2021
Q2
$328K Buy
+4,000
New +$328K 0.04% 228