Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,433
Closed -$1.19M 128
2024
Q3
$1.19M Buy
3,433
+1,640
+91% +$568K 0.34% 108
2024
Q2
$593K Sell
1,793
-86
-5% -$28.4K 0.17% 138
2024
Q1
$682K Sell
1,879
-442
-19% -$161K 0.19% 112
2023
Q4
$695K Sell
2,321
-392
-14% -$117K 0.22% 111
2023
Q3
$776K Buy
2,713
+1,160
+75% +$332K 0.28% 99
2023
Q2
$436K Buy
+1,553
New +$436K 0.14% 153