Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$820K Hold
4,164
0.83% 26
2024
Q3
$836K Buy
4,164
+935
+29% +$188K 0.76% 29
2024
Q2
$540K Sell
3,229
-3,271
-50% -$547K 0.71% 37
2024
Q1
$1.04M Sell
6,500
-2,270
-26% -$362K 0.77% 29
2023
Q4
$1.27M Buy
+8,770
New +$1.27M 0.93% 21