Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,763
Closed -$353K 81
2024
Q3
$353K Sell
28,763
-137,761
-83% -$1.69M 0.03% 54
2024
Q2
$2.46M Buy
+166,524
New +$2.46M 0.27% 32
2023
Q3
Sell
-72,593
Closed -$1.19M 80
2023
Q2
$1.19M Sell
72,593
-28,741
-28% -$469K 0.49% 34
2023
Q1
$1.99M Buy
+101,334
New +$1.99M 0.68% 24