Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-41,974
Closed -$580K 357
2024
Q3
$580K Hold
41,974
0.09% 223
2024
Q2
$585K Sell
41,974
-9,854
-19% -$137K 0.1% 218
2024
Q1
$566K Sell
51,828
-9,582
-16% -$105K 0.09% 228
2023
Q4
$739K Sell
61,410
-124,890
-67% -$1.5M 0.13% 187
2023
Q3
$1.48M Buy
+186,300
New +$1.48M 0.29% 164