Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,448
Closed -$202K 1188
2024
Q3
$202K Buy
+1,448
New +$202K 0.01% 996
2024
Q2
Sell
-2,392
Closed -$312K 1278
2024
Q1
$312K Buy
2,392
+71
+3% +$9.26K 0.01% 859
2023
Q4
$289K Sell
2,321
-50
-2% -$6.23K 0.01% 789
2023
Q3
$250K Sell
2,371
-327
-12% -$34.5K 0.01% 816
2023
Q2
$304K Sell
2,698
-85
-3% -$9.58K 0.01% 751
2023
Q1
$299K Sell
2,783
-2
-0.1% -$215 0.02% 756
2022
Q4
$309K Sell
2,785
-571
-17% -$63.4K 0.02% 722
2022
Q3
$297K Buy
+3,356
New +$297K 0.02% 733