Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-42,805
Closed -$298K 340
2024
Q3
$298K Hold
42,805
0.03% 288
2024
Q2
$950K Buy
42,805
+27,575
+181% +$612K 0.11% 213
2024
Q1
$667K Sell
15,230
-285
-2% -$12.5K 0.08% 222
2023
Q4
$1.2M Buy
15,515
+14,634
+1,661% +$1.14M 0.14% 191
2023
Q3
$74.7K Buy
+881
New +$74.7K 0.02% 236