Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,055
Closed -$1.2M 246
2024
Q3
$1.2M Sell
11,055
-13,096
-54% -$1.42M 0.18% 71
2024
Q2
$2.76M Buy
24,151
+19,524
+422% +$2.23M 0.48% 46
2024
Q1
$668K Sell
4,627
-15,222
-77% -$2.2M 0.11% 67
2023
Q4
$2.81M Buy
+19,849
New +$2.81M 0.47% 44
2014
Q1
Sell
-1,497
Closed -$121K 391
2013
Q4
$121K Buy
+1,497
New +$121K 0.07% 123