Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,391
Closed -$556K 631
2024
Q3
$556K Buy
+7,391
New +$556K 0.17% 233
2023
Q4
Sell
-23,800
Closed -$1.09M 808
2023
Q3
$1.09M Buy
+23,800
New +$1.09M 0.39% 77
2023
Q2
Sell
-8,931
Closed -$283K 569
2023
Q1
$283K Buy
+8,931
New +$283K 0.11% 324