Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,068
Closed -$553K 127
2024
Q3
$553K Buy
+1,068
New +$553K 0.41% 57
2024
Q2
Sell
-2,298
Closed -$1.16M 94
2024
Q1
$1.16M Buy
2,298
+241
+12% +$122K 0.48% 75
2023
Q4
$1.23M Buy
+2,057
New +$1.23M 0.53% 69
2023
Q3
Sell
-3,165
Closed -$1.55M 73
2023
Q2
$1.55M Buy
+3,165
New +$1.55M 0.59% 52