Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-103,433
Closed -$2.93M 2129
2024
Q3
$2.93M Sell
103,433
-70,714
-41% -$2M 0.01% 302
2024
Q2
$4.49M Sell
174,147
-54,692
-24% -$1.41M 0.01% 213
2024
Q1
$5.7M Sell
228,839
-82,770
-27% -$2.06M 0.01% 130
2023
Q4
$5.69M Buy
311,609
+236,550
+315% +$4.32M 0.01% 150
2023
Q3
$1.41M Buy
75,059
+5,010
+7% +$93.8K ﹤0.01% 415
2023
Q2
$1.58M Buy
+70,049
New +$1.58M 0.05% 312