Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,240
Closed -$238K 35
2024
Q3
$238K Buy
+8,240
New +$238K 0.66% 29
2024
Q1
Sell
-8,174
Closed -$235K 164
2023
Q4
$235K Buy
+8,174
New +$235K 0.16% 137
2023
Q1
Sell
-5,892
Closed -$302K 179
2022
Q4
$302K Buy
+5,892
New +$302K 0.26% 101