Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,608
Closed -$278K 1628
2024
Q3
$278K Sell
8,608
-7,226
-46% -$233K 0.02% 1256
2024
Q2
$615K Buy
15,834
+8,479
+115% +$329K 0.04% 832
2024
Q1
$326K Sell
7,355
-14,462
-66% -$641K 0.03% 1165
2023
Q4
$1.16M Buy
21,817
+10,113
+86% +$537K 0.1% 319
2023
Q3
$547K Buy
11,704
+4,181
+56% +$195K 0.05% 735
2023
Q2
$329K Buy
+7,523
New +$329K 0.03% 996