Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,900
Closed -$1.07M 647
2024
Q3
$1.07M Buy
10,900
+200
+2% +$19.6K 0.05% 226
2024
Q2
$1.05M Buy
10,700
+1,000
+10% +$97.9K 0.05% 192
2024
Q1
$1.19M Buy
9,700
+700
+8% +$86.1K 0.07% 173
2023
Q4
$1.09M Buy
9,000
+5,300
+143% +$643K 0.06% 165
2023
Q3
$438K Sell
3,700
-600
-14% -$71K 0.03% 297
2023
Q2
$565K Buy
4,300
+300
+8% +$39.4K 0.04% 247
2023
Q1
$541K Buy
+4,000
New +$541K 0.04% 242