Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,536
Closed -$782K 106
2024
Q3
$782K Buy
3,536
+237
+7% +$52.4K 0.47% 35
2024
Q2
$571K Sell
3,299
-262
-7% -$45.3K 0.37% 49
2024
Q1
$595K Sell
3,561
-338
-9% -$56.5K 0.42% 41
2023
Q4
$638K Buy
+3,899
New +$638K 0.51% 37