Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-327
Closed -$253K 594
2024
Q3
$253K Sell
327
-2,181
-87% -$1.69M 0.02% 453
2024
Q2
$2.07M Buy
2,508
+953
+61% +$786K 0.14% 128
2024
Q1
$1.09M Buy
1,555
+396
+34% +$277K 0.08% 194
2023
Q4
$673K Buy
+1,159
New +$673K 0.04% 293
2018
Q1
Sell
-2,315
Closed -$243K 299
2017
Q4
$243K Buy
+2,315
New +$243K 0.04% 253