Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,748
Closed -$246K 371
2024
Q3
$246K Sell
7,748
-816
-10% -$25.9K 0.03% 307
2024
Q2
$276K Sell
8,564
-8
-0.1% -$258 0.04% 289
2024
Q1
$319K Buy
+8,572
New +$319K 0.04% 271