Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,928
Closed -$419K 38
2024
Q3
$419K Buy
+2,928
New +$419K 0.04% 593
2024
Q2
Sell
-5,208
Closed -$651K 689
2024
Q1
$651K Sell
5,208
-24,668
-83% -$3.08M 0.07% 407
2023
Q4
$2.25M Buy
+29,876
New +$2.25M 0.26% 100