Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
121
2024
Q3
Sell
-100,000
Closed -$2.29M 113
2024
Q2
$2.29M Buy
+100,000
New +$2.29M 0.12% 73
2024
Q1
Hold
0
120
2023
Q4
Hold
0
124
2023
Q3
Hold
0
124
2020
Q1
Hold
0
33
2019
Q4
Hold
0
38
2019
Q3
Hold
0
50