Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,512
Closed -$705K 167
2024
Q3
$705K Sell
10,512
-66
-0.6% -$4.43K 0.1% 106
2024
Q2
$730K Buy
10,578
+432
+4% +$29.8K 0.11% 100
2024
Q1
$1.41M Sell
10,146
-50
-0.5% -$6.94K 0.21% 75
2023
Q4
$1.2M Buy
+10,196
New +$1.2M 0.19% 81