Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,238
Closed -$1.46M 867
2024
Q3
$1.46M Buy
18,238
+534
+3% +$42.6K 0.01% 441
2024
Q2
$2.22M Sell
17,704
-16,490
-48% -$2.07M 0.01% 360
2024
Q1
$2.86M Buy
+34,194
New +$2.86M 0.02% 328