Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$639K Hold
4,472
0.65% 52
2024
Q3
$671K Buy
4,472
+981
+28% +$147K 0.61% 57
2024
Q2
$451K Sell
3,491
-3,666
-51% -$474K 0.59% 58
2024
Q1
$974K Sell
7,157
-2,469
-26% -$336K 0.72% 35
2023
Q4
$1.15M Buy
+9,626
New +$1.15M 0.84% 26