Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,000
Closed -$80.9K 249
2024
Q3
$80.9K Buy
+10,000
New +$80.9K 0.01% 191
2024
Q2
Sell
-140,326
Closed -$1.6M 264
2024
Q1
$1.6M Sell
140,326
-76,774
-35% -$877K 0.16% 73
2023
Q4
$2.29M Sell
217,100
-50,000
-19% -$528K 0.25% 62
2023
Q3
$2.76M Buy
267,100
+176,100
+194% +$1.82M 0.33% 55
2023
Q2
$949K Buy
+91,000
New +$949K 0.11% 88