Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-120,692
Closed -$1.39M 1560
2024
Q3
$1.39M Sell
120,692
-7,479
-6% -$85.9K 0.03% 521
2024
Q2
$1.28M Buy
128,171
+9,214
+8% +$92K 0.04% 513
2024
Q1
$1.4M Buy
118,957
+13,479
+13% +$159K 0.03% 483
2023
Q4
$1.21M Buy
105,478
+12,036
+13% +$138K 0.03% 502
2023
Q3
$1.07M Buy
+93,442
New +$1.07M 0.03% 486