Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,632
Closed -$187K 739
2024
Q3
$187K Sell
20,632
-15,007
-42% -$136K 0.04% 768
2024
Q2
$295K Buy
+35,639
New +$295K 0.05% 634
2023
Q1
Sell
-14,600
Closed -$104K 180
2022
Q4
$104K Buy
+14,600
New +$104K 0.08% 250