Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-42,698
Closed -$2.37M 461
2024
Q3
$2.37M Buy
42,698
+19,479
+84% +$1.08M 0.04% 239
2024
Q2
$1.37M Sell
23,219
-3,274
-12% -$193K 0.03% 270
2024
Q1
$1.82M Buy
26,493
+11,509
+77% +$791K 0.04% 245
2023
Q4
$1.21M Buy
14,984
+2,242
+18% +$182K 0.03% 290
2023
Q3
$823K Buy
12,742
+7,579
+147% +$490K 0.02% 299
2023
Q2
$437K Buy
+5,163
New +$437K 0.01% 357