Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,907
Closed -$978K 297
2024
Q3
$978K Buy
9,907
+1,182
+14% +$117K 0.55% 18
2024
Q2
$898K Buy
+8,725
New +$898K 0.54% 12
2023
Q1
Sell
-21,263
Closed -$1.4M 548
2022
Q4
$1.4M Buy
21,263
+16,920
+390% +$1.12M 0.95% 1
2022
Q3
$242K Sell
4,343
-9,109
-68% -$508K 0.16% 302
2022
Q2
$738K Buy
+13,452
New +$738K 0.51% 31