Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,202
Closed -$927K 431
2024
Q3
$927K Sell
6,202
-54,882
-90% -$8.21M 0.01% 353
2024
Q2
$7.89M Hold
61,084
0.07% 231
2024
Q1
$8.31M Buy
61,084
+55,426
+980% +$7.54M 0.08% 230
2023
Q4
$675K Buy
+5,658
New +$675K 0.01% 408