Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,188
Closed -$1.29M 1346
2024
Q3
$1.29M Sell
6,188
-453
-7% -$94.4K 0.06% 414
2024
Q2
$1.56M Buy
6,641
+4,663
+236% +$1.09M 0.12% 252
2024
Q1
$351K Buy
+1,978
New +$351K 0.05% 486