Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,574
Closed -$1.03M 629
2024
Q3
$1.03M Sell
11,574
-2,779
-19% -$246K 0.31% 124
2024
Q2
$1.23M Buy
14,353
+3,053
+27% +$262K 0.29% 119
2024
Q1
$1.08M Sell
11,300
-1,420
-11% -$136K 0.26% 129
2023
Q4
$1.02M Buy
12,720
+10,020
+371% +$806K 0.27% 115
2023
Q3
$211K Buy
+2,700
New +$211K 0.07% 381
2023
Q1
Sell
-2,990
Closed -$212K 647
2022
Q4
$212K Buy
+2,990
New +$212K 0.15% 260