Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-39,332
Closed -$2.56M 1742
2024
Q3
$2.56M Buy
39,332
+23,079
+142% +$1.5M 0.01% 338
2024
Q2
$1.04M Sell
16,253
-16,653
-51% -$1.07M ﹤0.01% 608
2024
Q1
$2.09M Buy
32,906
+12,830
+64% +$817K ﹤0.01% 339
2023
Q4
$1.11M Buy
+20,076
New +$1.11M ﹤0.01% 573
2023
Q3
Hold
0
1679