Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,232
Closed -$1.34M 112
2024
Q3
$1.34M Sell
20,232
-9,319
-32% -$616K 0.12% 55
2024
Q2
$1.79M Buy
29,551
+7,097
+32% +$430K 0.14% 47
2024
Q1
$1.28M Buy
22,454
+20,654
+1,147% +$1.18M 0.09% 68
2023
Q4
$113K Buy
+1,800
New +$113K 0.01% 79