Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,877
Closed -$1.58M 568
2024
Q3
$1.58M Buy
17,877
+5,821
+48% +$515K 0.48% 40
2024
Q2
$909K Buy
12,056
+7,456
+162% +$562K 0.21% 174
2024
Q1
$432K Buy
+4,600
New +$432K 0.1% 335
2023
Q1
Sell
-13,083
Closed -$1.53M 586
2022
Q4
$1.53M Buy
+13,083
New +$1.53M 1.07% 3