Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,361
Closed -$1.08M 390
2024
Q3
$1.08M Buy
5,361
+1,150
+27% +$232K 0.1% 367
2024
Q2
$705K Buy
+4,211
New +$705K 0.07% 446
2023
Q4
Sell
-4,138
Closed -$467K 760
2023
Q3
$467K Buy
+4,138
New +$467K 0.05% 403