Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,089
Closed -$1.08M 145
2024
Q3
$1.08M Sell
16,089
-16,236
-50% -$1.09M 0.29% 48
2024
Q2
$2.23M Sell
32,325
-10,756
-25% -$743K 0.68% 36
2024
Q1
$2.64M Hold
43,081
0.86% 26
2023
Q4
$2.69M Buy
+43,081
New +$2.69M 1.07% 18