Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.15M Buy
88,960
+103
+0.1% +$1.33K 0.05% 203
2024
Q3
$1.13M Buy
88,857
+19
+0% +$242 0.05% 199
2024
Q2
$1.25M Hold
88,838
0.06% 182
2024
Q1
$1.72M Sell
88,838
-59,224
-40% -$1.15M 0.08% 154
2023
Q4
$2.22M Sell
148,062
-9,250
-6% -$139K 0.11% 125
2023
Q3
$1.66M Buy
+157,312
New +$1.66M 0.1% 132