Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,713
Closed -$1.69M 2603
2024
Q3
$1.69M Buy
+19,713
New +$1.69M 0.12% 195
2024
Q2
Sell
-2,882
Closed -$204K 2164
2024
Q1
$204K Sell
2,882
-4,555
-61% -$323K 0.03% 1157
2023
Q4
$465K Buy
7,437
+200
+3% +$12.5K 0.1% 301
2023
Q3
$335K Sell
7,237
-20,269
-74% -$938K 0.06% 654
2023
Q2
$1.42M Buy
+27,506
New +$1.42M 0.25% 37