Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,369
Closed -$2.51M 114
2024
Q3
$2.51M Buy
18,369
+927
+5% +$127K 1.11% 36
2024
Q2
$1.78M Sell
17,442
-1,951
-10% -$199K 0.91% 48
2024
Q1
$1.72M Sell
19,393
-27,552
-59% -$2.44M 0.93% 45
2023
Q4
$2.15M Buy
46,945
+23,615
+101% +$1.08M 1.23% 33
2023
Q3
$1.83M Buy
23,330
+2,152
+10% +$168K 1.12% 37
2023
Q2
$1.77M Buy
+21,178
New +$1.77M 1.1% 38