Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-39,800
Closed -$4.19M 45
2024
Q3
$4.19M Hold
39,800
0.99% 23
2024
Q2
$3.44M Hold
39,800
0.8% 23
2024
Q1
$4.19M Hold
39,800
1.05% 24
2023
Q4
$4.74M Buy
+39,800
New +$4.74M 1.26% 24
2017
Q1
Sell
-6,430
Closed -$1.06M 17
2016
Q4
$1.06M Hold
6,430
0.54% 6
2016
Q3
$1.17M Hold
6,430
0.7% 4
2016
Q2
$1.06M Buy
+6,430
New +$1.06M 0.85% 12