Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,460
Closed -$323K 51
2024
Q3
$323K Hold
9,460
0.22% 45
2024
Q2
$367K Sell
9,460
-10,987
-54% -$426K 0.27% 48
2024
Q1
$715K Buy
20,447
+3,936
+24% +$138K 0.52% 40
2023
Q4
$502K Buy
+16,511
New +$502K 0.4% 47