Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-100,480
Closed -$2.36M 531
2024
Q3
$2.36M Buy
100,480
+85,593
+575% +$2.01M 0.14% 171
2024
Q2
$461K Buy
14,887
+1,467
+11% +$45.4K 0.03% 373
2024
Q1
$593K Sell
13,420
-14,218
-51% -$628K 0.04% 340
2023
Q4
$1.39M Sell
27,638
-154,008
-85% -$7.74M 0.17% 201
2023
Q3
$6.46M Buy
+181,646
New +$6.46M 0.81% 18