Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,427
Closed -$4.82M 37
2024
Q3
$4.82M Sell
14,427
-331
-2% -$110K 0.91% 30
2024
Q2
$6.08M Sell
14,758
-84
-0.6% -$34.6K 1.12% 30
2024
Q1
$6M Sell
14,842
-1,085
-7% -$439K 1.13% 28
2023
Q4
$4.88M Buy
+15,927
New +$4.88M 0.97% 30