Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1994
2024
Q3
Hold
0
2111
2024
Q2
Hold
0
2001
2024
Q1
Sell
-8,142
Closed -$1.26M 1969
2023
Q4
$1.26M Sell
8,142
-11,786
-59% -$1.82M ﹤0.01% 532
2023
Q3
$2.58M Buy
19,928
+3,044
+18% +$394K ﹤0.01% 267
2023
Q2
$2.31M Buy
+16,884
New +$2.31M 0.07% 243