Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,838
Closed -$2.06M 1235
2024
Q3
$2.06M Buy
18,838
+11,081
+143% +$1.21M 0.07% 129
2024
Q2
$886K Buy
+7,757
New +$886K 0.03% 206