Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-26,694
Closed -$251K 103
2024
Q3
$251K Buy
26,694
+10,054
+60% +$94.4K 0.14% 309
2024
Q2
$167K Sell
16,640
-18,446
-53% -$185K 0.1% 374
2024
Q1
$420K Buy
35,086
+23,181
+195% +$277K 0.24% 164
2023
Q4
$148K Buy
+11,905
New +$148K 0.08% 400