Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,601
Closed -$612K 217
2024
Q3
$612K Buy
+6,601
New +$612K 0.15% 91
2024
Q2
Sell
-16,252
Closed -$1.4M 196
2024
Q1
$1.4M Sell
16,252
-2,303
-12% -$199K 0.29% 66
2023
Q4
$1.28M Buy
+18,555
New +$1.28M 0.28% 67