Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,179
Closed -$460K 474
2024
Q3
$460K Buy
3,179
+1,335
+72% +$193K 0.14% 272
2024
Q2
$269K Buy
+1,844
New +$269K 0.06% 374
2024
Q1
Sell
-15,700
Closed -$1.47M 664
2023
Q4
$1.47M Buy
+15,700
New +$1.47M 0.39% 42