Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,921
Closed -$354K 255
2024
Q3
$354K Buy
+4,921
New +$354K 0.2% 184
2023
Q4
Sell
-6,415
Closed -$632K 207
2023
Q3
$632K Buy
+6,415
New +$632K 0.4% 91
2023
Q2
Sell
-4,623
Closed -$519K 188
2023
Q1
$519K Buy
+4,623
New +$519K 0.66% 57