Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-41,200
Closed -$481K 183
2024
Q3
$481K Sell
41,200
-3,010
-7% -$35.2K 0.44% 74
2024
Q2
$494K Buy
44,210
+21,675
+96% +$242K 0.5% 60
2024
Q1
$275K Sell
22,535
-275
-1% -$3.35K 0.27% 128
2023
Q4
$362K Hold
22,810
0.35% 94
2023
Q3
$306K Buy
+22,810
New +$306K 0.35% 104