Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-552,692
Closed -$2.1M 254
2024
Q3
$2.1M Buy
552,692
+112,107
+25% +$426K 0.04% 113
2024
Q2
$1.56M Buy
440,585
+311,460
+241% +$1.11M 0.03% 148
2024
Q1
$405K Buy
129,125
+59,849
+86% +$188K 0.01% 272
2023
Q4
$233K Buy
+69,276
New +$233K ﹤0.01% 315