Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,444
Closed -$360K 1171
2024
Q2
$360K Buy
2,444
+101
+4% +$14.9K 0.01% 786
2024
Q1
$358K Buy
+2,343
New +$358K 0.01% 784
2023
Q4
Sell
-1,344
Closed -$206K 1099
2023
Q3
$206K Buy
+1,344
New +$206K 0.01% 908
2013
Q3
Sell
-10,132
Closed -$674K 592
2013
Q2
$674K Buy
+10,132
New +$674K 0.18% 146