Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,455
Closed -$1.17M 157
2024
Q3
$1.17M Sell
10,455
-734
-7% -$82.1K 0.61% 36
2024
Q2
$999K Buy
11,189
+2,882
+35% +$257K 0.58% 39
2024
Q1
$713K Buy
8,307
+1,753
+27% +$151K 0.47% 54
2023
Q4
$541K Buy
+6,554
New +$541K 0.38% 68