Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,485
Closed -$1M 685
2024
Q3
$1M Buy
+19,485
New +$1M 0.07% 322
2023
Q1
Sell
-7,561
Closed -$344K 1006
2022
Q4
$344K Buy
+7,561
New +$344K 0.02% 753
2022
Q1
Sell
-3,751
Closed -$326K 1038
2021
Q4
$326K Buy
+3,751
New +$326K 0.02% 805