Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,582
Closed -$1.21M 293
2024
Q3
$1.21M Sell
12,582
-6,263
-33% -$604K 0.21% 119
2024
Q2
$1.73M Sell
18,845
-2,573
-12% -$236K 0.32% 71
2024
Q1
$1.97M Sell
21,418
-1,178
-5% -$109K 0.39% 62
2023
Q4
$2.15M Buy
+22,596
New +$2.15M 0.49% 47
2022
Q2
Sell
-1,627
Closed -$280K 211
2022
Q1
$280K Buy
+1,627
New +$280K 0.08% 170