Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,385
Closed -$196K 212
2024
Q3
$196K Sell
15,385
-14
-0.1% -$179 0.04% 192
2024
Q2
$217K Buy
15,399
+3,309
+27% +$46.7K 0.04% 188
2024
Q1
$234K Buy
+12,090
New +$234K 0.04% 199