Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-24,046
Closed -$1.24M 460
2024
Q3
$1.24M Buy
+24,046
New +$1.24M 0.4% 75
2024
Q1
Sell
-20,302
Closed -$1.28M 395
2023
Q4
$1.28M Sell
20,302
-16,131
-44% -$1.02M 0.37% 78
2023
Q3
$1.65M Buy
+36,433
New +$1.65M 0.49% 26