Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,844
Closed -$2.11M 269
2024
Q3
$2.11M Buy
31,844
+12,832
+67% +$850K 0.13% 135
2024
Q2
$1.38M Sell
19,012
-69
-0.4% -$5K 0.11% 144
2024
Q1
$1.28M Buy
19,081
+1,277
+7% +$85.6K 0.13% 161
2023
Q4
$1.17M Buy
17,804
+869
+5% +$57.2K 0.13% 162
2023
Q3
$1.09M Buy
+16,935
New +$1.09M 0.15% 146