Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,261
Closed -$779K 856
2024
Q3
$779K Buy
14,261
+9,401
+193% +$514K 0.19% 209
2024
Q2
$246K Sell
4,860
-5,482
-53% -$278K 0.07% 457
2024
Q1
$598K Buy
+10,342
New +$598K 0.15% 261
2023
Q2
Sell
-9,927
Closed -$606K 600
2023
Q1
$606K Buy
+9,927
New +$606K 0.19% 200