Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,882
Closed -$414K 1067
2024
Q3
$414K Sell
1,882
-1,155
-38% -$254K 0.05% 468
2024
Q2
$523K Buy
+3,037
New +$523K 0.1% 265
2023
Q4
Sell
-2,718
Closed -$438K 694
2023
Q3
$438K Buy
+2,718
New +$438K 0.03% 757
2022
Q2
Sell
-117
Closed -$24K 1039
2022
Q1
$24K Buy
117
+14
+14% +$2.87K 0.01% 741
2021
Q4
$25K Buy
+103
New +$25K 0.01% 608