Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-106,842
Closed -$1.23M 390
2024
Q3
$1.23M Buy
106,842
+7,890
+8% +$90.6K 0.11% 138
2024
Q2
$989K Buy
98,952
+653
+0.7% +$6.53K 0.1% 146
2024
Q1
$1.16M Sell
98,299
-8,811
-8% -$104K 0.12% 133
2023
Q4
$1.22M Buy
+107,110
New +$1.22M 0.13% 122