Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,708
Closed -$1.14M 237
2024
Q3
$1.14M Buy
31,708
+173
+0.5% +$6.21K 0.23% 115
2024
Q2
$1.1M Sell
31,535
-10,781
-25% -$378K 0.28% 95
2024
Q1
$1.27M Sell
42,316
-4,804
-10% -$145K 0.49% 83
2023
Q4
$1.42M Sell
47,120
-7,363
-14% -$222K 0.27% 127
2023
Q3
$1.4M Sell
54,483
-3,082
-5% -$79.2K 0.3% 126
2023
Q2
$1.77M Sell
57,565
-2,126
-4% -$65.3K 0.38% 97
2023
Q1
$1.75M Buy
59,691
+684
+1% +$20.1K 0.41% 97
2022
Q4
$1.59M Buy
+59,007
New +$1.59M 0.41% 104