Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,117
Closed -$342K 606
2024
Q3
$342K Sell
5,117
-2,298
-31% -$154K 0.1% 323
2024
Q2
$513K Buy
+7,415
New +$513K 0.12% 295
2024
Q1
Sell
-13,400
Closed -$835K 860
2023
Q4
$835K Buy
+13,400
New +$835K 0.22% 158