Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,899
Closed -$331K 699
2024
Q3
$331K Sell
9,899
-29,498
-75% -$986K 0.08% 430
2024
Q2
$1.16M Buy
39,397
+13,093
+50% +$386K 0.33% 84
2024
Q1
$753K Buy
+26,304
New +$753K 0.19% 201
2023
Q3
Sell
-31,620
Closed -$659K 456
2023
Q2
$659K Buy
+31,620
New +$659K 0.35% 87