Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,419
Closed -$356K 633
2024
Q3
$356K Buy
+6,419
New +$356K 0.03% 349
2023
Q4
Sell
-8,040
Closed -$519K 642
2023
Q3
$519K Buy
8,040
+2,484
+45% +$160K 0.06% 171
2023
Q2
$470K Buy
5,556
+3,689
+198% +$312K 0.05% 174
2023
Q1
$208K Buy
+1,867
New +$208K 0.03% 470