Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,887
Closed -$1.1M 1932
2024
Q3
$1.1M Buy
10,887
+3,442
+46% +$347K ﹤0.01% 634
2024
Q2
$788K Buy
+7,445
New +$788K ﹤0.01% 740
2024
Q1
Hold
0
1918
2023
Q4
Hold
0
1924
2023
Q3
Hold
0
1797