Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,735
Closed -$791K 414
2024
Q3
$791K Buy
8,735
+293
+3% +$26.5K 0.07% 227
2024
Q2
$681K Buy
8,442
+16
+0.2% +$1.29K 0.02% 641
2024
Q1
$820K Buy
+8,426
New +$820K 0.02% 577