Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,642
Closed -$234K 122
2024
Q3
$234K Buy
+2,642
New +$234K 0.16% 104
2024
Q2
Sell
-2,496
Closed -$235K 125
2024
Q1
$235K Sell
2,496
-574
-19% -$53.9K 0.2% 109
2023
Q4
$333K Buy
3,070
+21
+0.7% +$2.28K 0.27% 80
2023
Q3
$292K Buy
3,049
+324
+12% +$31K 0.27% 83
2023
Q2
$301K Sell
2,725
-43
-2% -$4.75K 0.28% 80
2023
Q1
$339K Buy
2,768
+13
+0.5% +$1.59K 0.36% 67
2022
Q4
$322K Buy
+2,755
New +$322K 0.39% 66