Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,869
Closed -$324K 184
2024
Q3
$324K Sell
3,869
-2,588
-40% -$216K 0.1% 151
2024
Q2
$233K Sell
6,457
-2,830
-30% -$102K 0.08% 165
2024
Q1
$350K Buy
+9,287
New +$350K 0.12% 120