Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,185
Closed -$1.42M 203
2024
Q3
$1.42M Buy
+16,185
New +$1.42M 0.08% 123
2024
Q2
Sell
-3,013
Closed -$369K 208
2024
Q1
$369K Buy
+3,013
New +$369K 0.02% 178
2023
Q2
Sell
-8,245
Closed -$1.61M 188
2023
Q1
$1.61M Buy
+8,245
New +$1.61M 0.13% 92