Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,474
Closed -$2.79M 2436
2024
Q3
$2.79M Buy
6,474
+2,931
+83% +$1.26M 0.2% 69
2024
Q2
$1.29M Buy
3,543
+2,225
+169% +$812K 0.11% 267
2024
Q1
$462K Sell
1,318
-924
-41% -$324K 0.06% 539
2023
Q4
$483K Sell
2,242
-918
-29% -$198K 0.11% 279
2023
Q3
$665K Buy
+3,160
New +$665K 0.11% 238
2023
Q2
Sell
-3,969
Closed -$645K 1511
2023
Q1
$645K Buy
3,969
+2,377
+149% +$386K 0.14% 173
2022
Q4
$236K Buy
+1,592
New +$236K 0.05% 743