Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.15M Sell
11,570
-510
-4% -$50.7K 0.74% 31
2024
Q3
$1.37M Buy
12,080
+247
+2% +$28K 1.12% 25
2024
Q2
$1.46M Sell
11,833
-251
-2% -$31.1K 1.01% 33
2024
Q1
$1.59M Buy
+12,084
New +$1.59M 1.45% 17