Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-114,503
Closed -$1.23M 1529
2024
Q3
$1.23M Buy
114,503
+34,408
+43% +$369K 0.03% 554
2024
Q2
$679K Buy
80,095
+61,503
+331% +$522K 0.02% 742
2024
Q1
$157K Buy
18,592
+3,668
+25% +$30.9K ﹤0.01% 1244
2023
Q4
$153K Buy
+14,924
New +$153K ﹤0.01% 1248