Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$244K Sell
4,049
-282
-7% -$17K 0.02% 228
2024
Q3
$326K Buy
4,331
+266
+7% +$20K 0.02% 191
2024
Q2
$295K Buy
4,065
+284
+8% +$20.6K 0.02% 207
2024
Q1
$291K Buy
+3,781
New +$291K 0.02% 212