Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-36,400
Closed -$1.03M 820
2024
Q3
$1.03M Buy
36,400
+8,100
+29% +$229K 0.47% 27
2024
Q2
$729K Buy
28,300
+26,300
+1,315% +$678K 0.44% 54
2024
Q1
$49.8K Buy
+2,000
New +$49.8K 0.12% 276