Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,023
Closed -$1.72M 243
2024
Q3
$1.72M Sell
15,023
-155
-1% -$17.7K 0.07% 104
2024
Q2
$1.15M Sell
15,178
-975
-6% -$73.6K 0.05% 119
2024
Q1
$1.1M Sell
16,153
-5,156
-24% -$352K 0.05% 127
2023
Q4
$1.34M Buy
21,309
+143
+0.7% +$8.98K 0.07% 108
2023
Q3
$1.08M Buy
21,166
+1,592
+8% +$81.2K 0.06% 124
2023
Q2
$978K Buy
+19,574
New +$978K 0.05% 135