Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,775
Closed -$513K 229
2024
Q3
$513K Sell
7,775
-458
-6% -$30.2K 0.01% 282
2024
Q2
$474K Buy
+8,233
New +$474K 0.01% 268
2024
Q1
Sell
-5,500
Closed -$347K 389
2023
Q4
$347K Buy
+5,500
New +$347K 0.01% 104