Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-29,758
Closed -$929K 424
2024
Q3
$929K Buy
29,758
+208
+0.7% +$6.5K 0.45% 5
2024
Q2
$459K Buy
29,550
+19,266
+187% +$299K 0.24% 66
2024
Q1
$109K Buy
+10,284
New +$109K 0.04% 477
2023
Q3
Sell
-14,527
Closed -$123K 433
2023
Q2
$123K Buy
+14,527
New +$123K 0.06% 388