Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$910K Buy
16,150
+4,177
+35% +$235K 0.96% 10
2024
Q3
$617K Hold
11,973
0.83% 12
2024
Q2
$595K Buy
11,973
+5,807
+94% +$289K 0.67% 14
2024
Q1
$360K Sell
6,166
-9,670
-61% -$564K 0.4% 15
2023
Q4
$997K Buy
15,836
+1
+0% +$63 0.99% 13
2023
Q3
$716K Buy
15,835
+7,917
+100% +$358K 0.78% 13
2023
Q2
$405K Sell
7,918
-2,641
-25% -$135K 0.33% 17
2023
Q1
$362K Buy
+10,559
New +$362K 0.41% 18