Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,033
Closed -$227K 1317
2024
Q3
$227K Buy
+1,033
New +$227K 0.03% 492
2024
Q2
Sell
-2,744
Closed -$520K 1283
2024
Q1
$520K Buy
2,744
+1,767
+181% +$335K 0.13% 187
2023
Q4
$175K Sell
977
-32
-3% -$5.73K 0.05% 294
2023
Q3
$163K Sell
1,009
-3,996
-80% -$644K 0.08% 234
2023
Q2
$732K Buy
+5,005
New +$732K 0.23% 104