Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,400
Closed -$3.73M 97
2024
Q3
$3.73M Hold
6,400
1.01% 30
2024
Q2
$3.08M Sell
6,400
-500
-7% -$241K 0.93% 29
2024
Q1
$3.87M Buy
6,900
+2,200
+47% +$1.23M 1.21% 25
2023
Q4
$2.66M Buy
+4,700
New +$2.66M 0.96% 37