Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
2243
2024
Q3
Hold
0
2250
2024
Q2
Sell
-6,293
Closed -$768K 2145
2024
Q1
$768K Sell
6,293
-42,550
-87% -$5.19M ﹤0.01% 615
2023
Q4
$4.28M Sell
48,843
-36,684
-43% -$3.21M 0.01% 204
2023
Q3
$6.39M Buy
85,527
+8,326
+11% +$622K 0.01% 132
2023
Q2
$4.55M Buy
+77,201
New +$4.55M 0.14% 140