Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,565
Closed -$225K 747
2024
Q3
$225K Buy
2,565
+1,038
+68% +$90.9K 0.13% 394
2024
Q2
$160K Buy
1,527
+1,299
+570% +$136K 0.23% 81
2024
Q1
$27.9K Buy
228
+124
+119% +$15.2K 0.03% 982
2023
Q4
$18.4K Buy
+104
New +$18.4K 0.02% 1071