Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-47,508
Closed -$1.25M 452
2024
Q3
$1.25M Sell
47,508
-22,160
-32% -$581K 0.01% 240
2024
Q2
$1.34M Sell
69,668
-4,190
-6% -$80.8K 0.01% 243
2024
Q1
$1.52M Buy
73,858
+9,988
+16% +$206K 0.01% 243
2023
Q4
$1.49M Buy
+63,870
New +$1.49M 0.02% 229