Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,120
Closed -$194K 1558
2024
Q3
$194K Sell
18,120
-44,065
-71% -$471K 0.02% 531
2024
Q2
$1.03M Sell
62,185
-6,749
-10% -$112K 0.11% 165
2024
Q1
$791K Buy
68,934
+52,791
+327% +$606K 0.19% 134
2023
Q4
$273K Buy
+16,143
New +$273K 0.08% 225
2023
Q3
Sell
-605
Closed -$7.16K 1180
2023
Q2
$7.16K Buy
+605
New +$7.16K ﹤0.01% 644