Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,641
Closed -$3.99M 203
2024
Q3
$3.99M Sell
17,641
-764
-4% -$173K 0.15% 82
2024
Q2
$4.12M Sell
18,405
-227
-1% -$50.8K 0.16% 77
2024
Q1
$4.77M Sell
18,632
-632
-3% -$162K 0.19% 74
2023
Q4
$4.38M Buy
+19,264
New +$4.38M 0.18% 75