Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,612
Closed -$3.88M 692
2024
Q3
$3.88M Buy
+17,612
New +$3.88M 0.08% 219
2024
Q2
Sell
-3,022
Closed -$573K 315
2024
Q1
$573K Buy
3,022
+45
+2% +$8.53K 0.02% 192
2023
Q4
$533K Buy
+2,977
New +$533K 0.03% 185