Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-26,982
Closed -$2.79M 708
2024
Q3
$2.79M Buy
26,982
+2,787
+12% +$288K 0.02% 342
2024
Q2
$2.81M Buy
24,195
+4,199
+21% +$487K 0.02% 305
2024
Q1
$2.3M Buy
19,996
+7,657
+62% +$879K 0.02% 234
2023
Q4
$1.39M Buy
12,339
+639
+5% +$72K 0.02% 246
2023
Q3
$1.12M Hold
11,700
0.01% 262
2023
Q2
$1.19M Buy
+11,700
New +$1.19M 0.01% 256