Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,834
Closed -$2.82M 160
2024
Q3
$2.82M Buy
8,834
+6,636
+302% +$2.12M 0.04% 102
2024
Q2
$694K Sell
2,198
-130
-6% -$41.1K 0.01% 124
2024
Q1
$663K Hold
2,328
0.01% 125
2023
Q4
$674K Sell
2,328
-36
-2% -$10.4K 0.01% 127
2023
Q3
$635K Sell
2,364
-184
-7% -$49.4K 0.01% 120
2023
Q2
$569K Sell
2,548
-426
-14% -$95.1K 0.01% 123
2023
Q1
$719K Buy
+2,974
New +$719K 0.02% 110