Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,342
Closed -$1.16M 158
2024
Q3
$1.16M Buy
3,342
+44
+1% +$15.2K 0.28% 90
2024
Q2
$968K Sell
3,298
-120
-4% -$35.2K 0.25% 90
2024
Q1
$1.14M Buy
3,418
+62
+2% +$20.7K 0.29% 89
2023
Q4
$977K Buy
3,356
+232
+7% +$67.5K 0.28% 87
2023
Q3
$1.01M Buy
3,124
+214
+7% +$69.4K 0.36% 67
2023
Q2
$1M Buy
2,910
+588
+25% +$203K 0.37% 71
2023
Q1
$732K Sell
2,322
-596
-20% -$188K 0.31% 77
2022
Q4
$876K Buy
+2,918
New +$876K 0.45% 54