Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,682
Closed -$1.75M 170
2024
Q3
$1.75M Buy
+6,682
New +$1.75M 0.11% 104
2024
Q1
Sell
-1,056
Closed -$262K 414
2023
Q4
$262K Sell
1,056
-6,244
-86% -$1.55M 0.03% 216
2023
Q3
$1.83M Buy
+7,300
New +$1.83M 0.11% 84
2022
Q4
Sell
-6,706
Closed -$1.78M 63
2022
Q3
$1.78M Buy
+6,706
New +$1.78M 0.27% 38