Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,040
Closed -$867K 115
2024
Q3
$867K Buy
+1,040
New +$867K 0.26% 95
2022
Q2
Sell
-515
Closed -$344K 124
2022
Q1
$344K Hold
515
0.03% 114
2021
Q4
$410K Buy
+515
New +$410K 0.03% 120