Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,562
Closed -$221K 337
2024
Q3
$221K Sell
1,562
-132
-8% -$18.7K 0.05% 237
2024
Q2
$279K Buy
+1,694
New +$279K 0.08% 169
2023
Q4
$308K Buy
+1,771
New +$308K 0.12% 142