Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,305
Closed -$527K 727
2024
Q2
$527K Buy
10,305
+4,521
+78% +$231K 0.22% 154
2024
Q1
$310K Buy
5,784
+824
+17% +$44.2K 0.24% 174
2023
Q4
$224K Buy
+4,960
New +$224K 0.17% 258
2023
Q2
Sell
-9,870
Closed -$390K 671
2023
Q1
$390K Buy
9,870
+758
+8% +$30K 0.24% 155
2022
Q4
$374K Buy
+9,112
New +$374K 0.26% 158