Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,885
Closed -$1.25M 1463
2024
Q3
$1.25M Buy
+8,885
New +$1.25M ﹤0.01% 574
2024
Q2
Hold
0
1687
2024
Q1
Hold
0
1571
2023
Q4
Sell
-3,556
Closed -$530K 1658
2023
Q3
$530K Buy
+3,556
New +$530K ﹤0.01% 751