Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
2245
2024
Q3
Hold
0
2254
2024
Q2
Sell
-22,780
Closed -$898K 2150
2024
Q1
$898K Sell
22,780
-42,759
-65% -$1.68M ﹤0.01% 560
2023
Q4
$3.1M Buy
65,539
+3,821
+6% +$181K 0.01% 281
2023
Q3
$2.57M Sell
61,718
-50,502
-45% -$2.1M ﹤0.01% 268
2023
Q2
$4.09M Buy
+112,220
New +$4.09M 0.13% 154