Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,040
Closed -$272K 599
2024
Q3
$272K Buy
+12,040
New +$272K 0.07% 481
2024
Q2
Sell
-17,130
Closed -$564K 574
2024
Q1
$564K Buy
+17,130
New +$564K 0.15% 276
2023
Q4
Sell
-10,625
Closed -$390K 337
2023
Q3
$390K Sell
10,625
-300
-3% -$11K 0.22% 203
2023
Q2
$419K Buy
+10,925
New +$419K 0.22% 189