Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$424K Sell
2,147
-9,733
-82% -$1.92M 0.09% 178
2024
Q3
$2.06M Sell
11,880
-477
-4% -$82.8K 0.33% 78
2024
Q2
$1.68M Hold
12,357
0.27% 88
2024
Q1
$1.68M Buy
12,357
+1,028
+9% +$140K 0.27% 88
2023
Q4
$1.18M Buy
+11,329
New +$1.18M 0.21% 114