Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,240
Closed -$1.74M 264
2024
Q3
$1.74M Buy
2,240
+690
+45% +$536K 0.18% 104
2024
Q2
$1.28M Buy
+1,550
New +$1.28M 0.16% 104
2022
Q3
Sell
-5,208
Closed -$1.66M 152
2022
Q2
$1.66M Buy
5,208
+2,114
+68% +$675K 0.24% 105
2022
Q1
$1.12M Buy
+3,094
New +$1.12M 0.15% 127