Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,810
Closed -$206K 42
2024
Q3
$206K Sell
1,810
-18,791
-91% -$2.13M 0.18% 40
2024
Q2
$2.64M Buy
20,601
+244
+1% +$31.3K 2.44% 17
2024
Q1
$2.69M Sell
20,357
-83
-0.4% -$11K 2.57% 18
2023
Q4
$2.23M Buy
+20,440
New +$2.23M 2.29% 17