Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,124
Closed -$1.19M 497
2024
Q3
$1.19M Buy
4,124
+2,254
+121% +$650K 0.07% 200
2024
Q2
$477K Buy
1,870
+58
+3% +$14.8K 0.04% 270
2024
Q1
$470K Hold
1,812
0.04% 261
2023
Q4
$410K Hold
1,812
0.04% 272
2023
Q3
$377K Buy
+1,812
New +$377K 0.04% 258