Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,444
Closed -$1.23M 359
2024
Q3
$1.23M Buy
35,444
+3,089
+10% +$107K 0.11% 136
2024
Q2
$1.05M Buy
32,355
+240
+0.7% +$7.77K 0.11% 141
2024
Q1
$1.09M Buy
32,115
+1,973
+7% +$67K 0.11% 143
2023
Q4
$1.18M Buy
+30,142
New +$1.18M 0.12% 126