Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,021
Closed -$936K 472
2024
Q3
$936K Buy
4,021
+374
+10% +$87K 0.02% 283
2024
Q2
$736K Sell
3,647
-5,200
-59% -$1.05M 0.02% 330
2024
Q1
$1.52M Sell
8,847
-200
-2% -$34.3K 0.04% 229
2023
Q4
$1.96M Sell
9,047
-5,353
-37% -$1.16M 0.06% 173
2023
Q3
$2.3M Buy
+14,400
New +$2.3M 0.04% 219