Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,330
Closed -$206K 172
2024
Q3
$206K Sell
2,330
-12,973
-85% -$1.15M 0.07% 154
2024
Q2
$1.15M Sell
15,303
-267
-2% -$20.1K 0.42% 61
2024
Q1
$1.46M Buy
15,570
+1,462
+10% +$137K 0.59% 48
2023
Q4
$1.53M Buy
14,108
+2,422
+21% +$263K 0.72% 45
2023
Q3
$1.12M Buy
11,686
+301
+3% +$28.8K 0.63% 51
2023
Q2
$1.26M Buy
11,385
+5,716
+101% +$631K 0.72% 42
2023
Q1
$695K Buy
+5,669
New +$695K 0.45% 73