Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-46,898
Closed -$4.59M 412
2024
Q3
$4.59M Sell
46,898
-31,745
-40% -$3.11M 0.14% 179
2024
Q2
$7.7M Sell
78,643
-123
-0.2% -$12K 0.25% 130
2024
Q1
$9.69M Buy
78,766
+47,303
+150% +$5.82M 0.31% 107
2023
Q4
$3.82M Buy
+31,463
New +$3.82M 0.14% 190