Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,651
Closed -$549K 1916
2024
Q3
$549K Sell
12,651
-2,511
-17% -$109K 0.01% 766
2024
Q2
$539K Buy
15,162
+9,990
+193% +$355K 0.01% 744
2024
Q1
$279K Buy
5,172
+1,057
+26% +$57.1K 0.01% 950
2023
Q4
$222K Buy
+4,115
New +$222K 0.01% 921