Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,312
Closed -$423K 645
2024
Q3
$423K Sell
6,312
-103,479
-94% -$6.94M 0.01% 475
2024
Q2
$12.4M Buy
109,791
+785
+0.7% +$89K 0.42% 57
2024
Q1
$15.1M Buy
109,006
+7,679
+8% +$1.07M 0.52% 47
2023
Q4
$12.6M Buy
+101,327
New +$12.6M 0.47% 46