Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,879
Closed -$555K 469
2024
Q3
$555K Sell
3,879
-5,532
-59% -$791K 0.04% 333
2024
Q2
$1.54M Buy
9,411
+5,204
+124% +$852K 0.1% 201
2024
Q1
$526K Buy
4,207
+1,187
+39% +$148K 0.04% 351
2023
Q4
$227K Buy
+3,020
New +$227K 0.02% 485