Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-42,529
Closed -$2M 546
2024
Q3
$2M Sell
42,529
-118,180
-74% -$5.57M 0.21% 158
2024
Q2
$6.09M Buy
160,709
+73,681
+85% +$2.79M 0.61% 40
2024
Q1
$3.23M Buy
+87,028
New +$3.23M 0.4% 70