Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,303
Closed -$1.06M 396
2024
Q3
$1.06M Buy
+9,303
New +$1.06M 0.34% 95
2024
Q2
Sell
-5,127
Closed -$583K 289
2024
Q1
$583K Buy
+5,127
New +$583K 0.52% 43
2023
Q3
Sell
-2,839
Closed -$310K 449
2023
Q2
$310K Sell
2,839
-2,517
-47% -$274K 0.16% 247
2023
Q1
$542K Buy
+5,356
New +$542K 0.32% 120
2022
Q2
Sell
-11,636
Closed -$1.38M 180
2022
Q1
$1.38M Buy
+11,636
New +$1.38M 0.73% 3