Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,890
Closed -$1M 162
2024
Q3
$1M Buy
2,890
+2,269
+365% +$786K 0.26% 61
2024
Q2
$218K Sell
621
-4,287
-87% -$1.51M 0.03% 113
2024
Q1
$1.78M Buy
4,908
+3,668
+296% +$1.33M 0.3% 48
2023
Q4
$371K Buy
1,240
+173
+16% +$51.8K 0.05% 81
2023
Q3
$305K Buy
+1,067
New +$305K 0.07% 74