Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,391
Closed -$4.34M 78
2024
Q3
$4.34M Sell
8,391
-450
-5% -$233K 0.32% 27
2024
Q2
$4.91M Buy
8,841
+2,114
+31% +$1.17M 0.41% 22
2024
Q1
$3.39M Buy
6,727
+2,938
+78% +$1.48M 0.29% 28
2023
Q4
$2.26M Buy
+3,789
New +$2.26M 0.19% 27