Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,571
Closed -$316K 149
2024
Q3
$316K Sell
3,571
-1,537
-30% -$136K 0.17% 113
2024
Q2
$385K Buy
5,108
+1,825
+56% +$138K 0.23% 95
2024
Q1
$309K Buy
3,283
+492
+18% +$46.2K 0.19% 109
2023
Q4
$303K Buy
+2,791
New +$303K 0.22% 106