Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1233
2024
Q3
Sell
-56,217
Closed -$1.7M 1691
2024
Q2
$1.7M Buy
+56,217
New +$1.7M ﹤0.01% 447
2024
Q1
Hold
0
1393
2023
Q4
Hold
0
1524
2023
Q3
Sell
-22,129
Closed -$339K 1385
2023
Q2
$339K Buy
+22,129
New +$339K 0.01% 823