Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-375,473
Closed -$1.16M 1363
2024
Q3
$1.16M Buy
375,473
+118,192
+46% +$364K ﹤0.01% 604
2024
Q2
$695K Buy
257,281
+181,456
+239% +$490K ﹤0.01% 808
2024
Q1
$198K Buy
75,825
+52,988
+232% +$138K ﹤0.01% 1210
2023
Q4
$72.2K Buy
22,837
+4,369
+24% +$13.8K ﹤0.01% 1402
2023
Q3
$53.4K Buy
18,468
+5,052
+38% +$14.6K ﹤0.01% 1265
2023
Q2
$47.9K Buy
+13,416
New +$47.9K ﹤0.01% 1133