Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,666
Closed -$1.54M 1435
2024
Q3
$1.54M Buy
+10,666
New +$1.54M ﹤0.01% 480
2024
Q2
Hold
0
1669
2024
Q1
Sell
-67,531
Closed -$6.31M 1549
2023
Q4
$6.31M Buy
67,531
+5,423
+9% +$507K 0.01% 143
2023
Q3
$5.48M Buy
62,108
+48,088
+343% +$4.24M 0.01% 151
2023
Q2
$1.58M Buy
+14,020
New +$1.58M 0.05% 313