Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,740
Closed -$2M 403
2024
Q3
$2M Buy
8,740
+490
+6% +$112K 0.32% 81
2024
Q2
$1.61M Hold
8,250
0.26% 95
2024
Q1
$1.61M Sell
8,250
-55
-0.7% -$10.7K 0.26% 95
2023
Q4
$1.28M Buy
8,305
+1,807
+28% +$279K 0.23% 110
2023
Q3
$840K Buy
+6,498
New +$840K 0.16% 140