Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,427
Closed -$349K 180
2024
Q3
$349K Buy
+1,427
New +$349K 0.13% 132
2023
Q4
Sell
-1,120
Closed -$241K 147
2023
Q3
$241K Sell
1,120
-1,450
-56% -$312K 0.11% 119
2023
Q2
$581K Sell
2,570
-224
-8% -$50.6K 0.26% 59
2023
Q1
$577K Sell
2,794
-204
-7% -$42.1K 0.28% 59
2022
Q4
$502K Buy
2,998
+1,341
+81% +$225K 0.25% 66
2022
Q3
$252K Sell
1,657
-297
-15% -$45.2K 0.14% 98
2022
Q2
$273K Buy
+1,954
New +$273K 0.18% 89