Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5.14M Buy
44,629
+21,396
+92% +$2.47M 0.24% 67
2024
Q3
$2.75M Sell
23,233
-21,578
-48% -$2.56M 0.13% 86
2024
Q2
$6.18M Buy
44,811
+878
+2% +$121K 0.3% 57
2024
Q1
$5.01M Buy
43,933
+1,104
+3% +$126K 0.23% 68
2023
Q4
$3.28M Buy
42,829
+5,856
+16% +$448K 0.16% 89
2023
Q3
$2.55M Buy
+36,973
New +$2.55M 0.15% 100