Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-262,625
Closed -$583K 60
2024
Q3
$583K Buy
262,625
+111,749
+74% +$248K 0.39% 54
2024
Q2
$462K Sell
150,876
-4,507
-3% -$13.8K 0.41% 47
2024
Q1
$435K Buy
+155,383
New +$435K 0.37% 50