Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,333
Closed -$1.27M 208
2024
Q3
$1.27M Buy
7,333
+154
+2% +$26.7K 0.05% 136
2024
Q2
$1.23M Sell
7,179
-116
-2% -$19.9K 0.05% 133
2024
Q1
$1.9M Sell
7,295
-53
-0.7% -$13.8K 0.08% 118
2023
Q4
$1.47M Buy
+7,348
New +$1.47M 0.06% 129