Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,117
Closed -$291K 1107
2024
Q3
$291K Sell
8,117
-621
-7% -$22.3K 0.04% 639
2024
Q2
$306K Buy
+8,738
New +$306K 0.06% 433
2023
Q4
Sell
-28,971
Closed -$745K 760
2023
Q3
$745K Sell
28,971
-19,839
-41% -$510K 0.06% 544
2023
Q2
$1.5M Buy
+48,810
New +$1.5M 0.14% 144