Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,789
Closed -$465K 468
2024
Q3
$465K Sell
2,789
-10,601
-79% -$1.77M 0.12% 227
2024
Q2
$1.92M Buy
13,390
+8,714
+186% +$1.25M 0.7% 33
2024
Q1
$931K Buy
4,676
+2,173
+87% +$432K 0.4% 89
2023
Q4
$517K Buy
+2,503
New +$517K 0.18% 147
2023
Q2
Sell
-8,571
Closed -$2.61M 210
2023
Q1
$2.61M Buy
+8,571
New +$2.61M 0.87% 28