Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,004
Closed -$267K 208
2024
Q3
$267K Buy
3,004
+68
+2% +$6.04K 0.22% 120
2024
Q2
$222K Sell
2,936
-243
-8% -$18.4K 0.14% 137
2024
Q1
$300K Sell
3,179
-44
-1% -$4.15K 0.33% 92
2023
Q4
$351K Buy
+3,223
New +$351K 0.45% 73