Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,783
Closed -$83.6K 1928
2024
Q3
$83.6K Sell
1,783
-2,248
-56% -$105K 0.02% 478
2024
Q2
$170K Buy
4,031
+2,432
+152% +$103K 0.05% 186
2024
Q1
$70.7K Buy
1,599
+783
+96% +$34.6K 0.01% 284
2023
Q4
$37.6K Buy
+816
New +$37.6K 0.01% 396