Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,133
Closed -$1.48M 549
2024
Q3
$1.48M Buy
+11,133
New +$1.48M 0.45% 49
2024
Q2
Sell
-2,000
Closed -$294K 609
2024
Q1
$294K Sell
2,000
-1,300
-39% -$191K 0.07% 436
2023
Q4
$387K Sell
3,300
-5,300
-62% -$621K 0.1% 321
2023
Q3
$754K Buy
+8,600
New +$754K 0.27% 139