Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,206
Closed -$2.08M 1443
2024
Q3
$2.08M Sell
15,206
-23,023
-60% -$3.15M 0.24% 96
2024
Q2
$3.91M Buy
+38,229
New +$3.91M 0.41% 53
2023
Q2
Sell
-8,166
Closed -$718K 922
2023
Q1
$718K Buy
8,166
+5,726
+235% +$503K 0.48% 40
2022
Q4
$245K Buy
+2,440
New +$245K 0.19% 135