Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,260
Closed -$179K 1238
2024
Q3
$179K Buy
+14,260
New +$179K 0.02% 888
2023
Q4
Sell
-205,033
Closed -$1.44M 971
2023
Q3
$1.44M Buy
205,033
+158,690
+342% +$1.12M 0.11% 266
2023
Q2
$576K Buy
+46,343
New +$576K 0.05% 575
2022
Q1
Sell
-729
Closed -$28K 1680
2021
Q4
$28K Buy
+729
New +$28K 0.01% 575