Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,325
Closed -$1.27M 234
2024
Q3
$1.27M Buy
14,325
+78
+0.5% +$6.9K 0.13% 87
2024
Q2
$1.07M Hold
14,247
0.12% 90
2024
Q1
$1.34M Hold
14,247
0.15% 83
2023
Q4
$1.55M Sell
14,247
-31
-0.2% -$3.37K 0.19% 82
2023
Q3
$1.37M Buy
+14,278
New +$1.37M 0.19% 81