Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$998K Sell
12,675
-208
-2% -$16.4K 0.74% 30
2024
Q3
$1.14M Sell
12,883
-133
-1% -$11.8K 0.87% 23
2024
Q2
$981K Buy
13,016
+1,484
+13% +$112K 0.82% 23
2024
Q1
$1.06M Buy
11,532
+83
+0.7% +$7.66K 0.98% 23
2023
Q4
$1.24M Buy
+11,449
New +$1.24M 1.12% 20
2023
Q2
$1.21M Buy
+10,938
New +$1.21M 1.16% 19