Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,826
Closed -$1.09M 4
2024
Q3
$1.09M Buy
33,826
+16,404
+94% +$531K 60.73% 1
2024
Q2
$677K Buy
+17,422
New +$677K 52.86% 1
2024
Q1
Sell
-11,614
Closed -$617K 3
2023
Q4
$617K Buy
+11,614
New +$617K 28.85% 3