Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,065
Closed -$1.69M 115
2024
Q3
$1.69M Buy
5,065
+400
+9% +$134K 0.47% 82
2024
Q2
$1.14M Buy
4,665
+1,700
+57% +$416K 0.38% 87
2024
Q1
$1.03M Buy
2,965
+1,350
+84% +$470K 0.58% 67
2023
Q4
$471K Buy
+1,615
New +$471K 0.49% 68