Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$218K Sell
835
-217
-21% -$56.6K 0.11% 99
2024
Q3
$339K Buy
1,052
+35
+3% +$11.3K 0.19% 75
2024
Q2
$318K Buy
1,017
+7
+0.7% +$2.19K 0.2% 76
2024
Q1
$287K Buy
1,010
+201
+25% +$57.2K 0.18% 76
2023
Q4
$233K Sell
809
-75
-8% -$21.6K 0.17% 76
2023
Q3
$237K Buy
+884
New +$237K 0.19% 68