Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,174
Closed -$1.07M 1674
2024
Q3
$1.07M Buy
6,174
+876
+17% +$152K 0.02% 462
2024
Q2
$911K Buy
5,298
+1,675
+46% +$288K 0.02% 535
2024
Q1
$944K Buy
3,623
+560
+18% +$146K 0.02% 455
2023
Q4
$611K Sell
3,063
-5,301
-63% -$1.06M 0.01% 506
2023
Q3
$1.42M Buy
8,364
+7,246
+648% +$1.23M 0.03% 267
2023
Q2
$231K Buy
+1,118
New +$231K 0.01% 893