Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-500
Closed -$259K 46
2024
Q3
$259K Buy
+500
New +$259K 0.02% 39
2021
Q1
Sell
-4,096
Closed -$2.05M 414
2020
Q4
$2.05M Buy
+4,096
New +$2.05M 0.1% 116