Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-59,289
Closed -$373K 62
2024
Q3
$373K Buy
59,289
+41,668
+236% +$262K 0.06% 30
2024
Q2
$110K Sell
17,621
-52,830
-75% -$330K 0.01% 35
2024
Q1
$423K Sell
70,451
-9,749
-12% -$58.5K 0.06% 28
2023
Q4
$614K Buy
80,200
+70,200
+702% +$538K 0.1% 32
2023
Q3
$54.3K Buy
+10,000
New +$54.3K 0.01% 65