Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,978
Closed -$172K 88
2024
Q3
$172K Sell
3,978
-25,000
-86% -$1.08M 0.52% 32
2024
Q2
$1.64M Sell
28,978
-30,025
-51% -$1.7M 4.62% 7
2024
Q1
$2.95M Sell
59,003
-26,669
-31% -$1.33M 6.02% 1
2023
Q4
$3.84M Buy
+85,672
New +$3.84M 4.72% 1