Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,701
Closed -$776K 918
2024
Q3
$776K Sell
7,701
-225
-3% -$22.7K 0.05% 318
2024
Q2
$839K Buy
7,926
+50
+0.6% +$5.29K 0.06% 269
2024
Q1
$1.11M Buy
+7,876
New +$1.11M 0.08% 226