Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,110
Closed -$2.45M 901
2024
Q3
$2.45M Buy
12,110
+2,922
+32% +$590K 0.01% 564
2024
Q2
$1.54M Buy
9,188
+7,564
+466% +$1.27M 0.01% 583
2024
Q1
$259K Buy
+1,624
New +$259K ﹤0.01% 721