Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,294
Closed -$2.58M 1340
2024
Q3
$2.58M Sell
13,294
-624
-4% -$121K 0.01% 336
2024
Q2
$3.23M Buy
+13,918
New +$3.23M 0.01% 273
2024
Q1
Sell
-15,981
Closed -$4.14M 1473
2023
Q4
$4.14M Buy
15,981
+658
+4% +$170K 0.01% 214
2023
Q3
$3.94M Buy
15,323
+4,235
+38% +$1.09M 0.01% 195
2023
Q2
$3.16M Buy
+11,088
New +$3.16M 0.1% 181