Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,355
Closed -$1.21M 1343
2024
Q3
$1.21M Sell
35,355
-14,841
-30% -$507K 0.02% 560
2024
Q2
$1.95M Sell
50,196
-5,349
-10% -$207K 0.03% 437
2024
Q1
$1.94M Buy
55,545
+47,524
+592% +$1.66M 0.03% 434
2023
Q4
$244K Buy
+8,021
New +$244K ﹤0.01% 1010