Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-27,908
Closed -$1.07M 579
2024
Q3
$1.07M Buy
27,908
+9,281
+50% +$356K 0.32% 116
2024
Q2
$873K Buy
+18,627
New +$873K 0.2% 189
2023
Q2
Sell
-7,900
Closed -$285K 489
2023
Q1
$285K Buy
+7,900
New +$285K 0.11% 322