Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,343
Closed -$562K 426
2024
Q3
$562K Buy
6,343
+1,463
+30% +$130K 0.09% 217
2024
Q2
$468K Hold
4,880
0.08% 249
2024
Q1
$468K Sell
4,880
-74
-1% -$7.1K 0.08% 249
2023
Q4
$398K Buy
4,954
+49
+1% +$3.94K 0.07% 269
2023
Q3
$383K Buy
+4,905
New +$383K 0.07% 262