Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,752
Closed -$930K 886
2024
Q3
$930K Buy
28,752
+22,554
+364% +$729K 0.21% 152
2024
Q2
$241K Sell
6,198
-3,085
-33% -$120K 0.05% 607
2024
Q1
$411K Buy
+9,283
New +$411K 0.09% 443
2023
Q1
Sell
-16,884
Closed -$461K 675
2022
Q4
$461K Buy
+16,884
New +$461K 0.18% 205