Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,741
Closed -$1.05M 647
2024
Q3
$1.05M Sell
9,741
-7,290
-43% -$784K 0.32% 122
2024
Q2
$1.81M Buy
17,031
+14,131
+487% +$1.5M 0.42% 64
2024
Q1
$354K Buy
+2,900
New +$354K 0.08% 393