Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$515K Hold
2,341
0.06% 129
2024
Q3
$518K Sell
2,341
-265
-10% -$58.6K 0.06% 134
2024
Q2
$451K Sell
2,606
-300
-10% -$51.9K 0.05% 147
2024
Q1
$555K Buy
2,906
+9
+0.3% +$1.72K 0.06% 137
2023
Q4
$474K Buy
+2,897
New +$474K 0.06% 135