Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,968
Closed -$979K 543
2024
Q3
$979K Buy
8,968
+6,811
+316% +$743K 0.3% 130
2024
Q2
$246K Buy
+2,157
New +$246K 0.06% 387
2023
Q3
Sell
-2,300
Closed -$330K 542
2023
Q2
$330K Sell
2,300
-2,100
-48% -$301K 0.41% 95
2023
Q1
$614K Buy
+4,400
New +$614K 0.24% 131