Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,344
Closed -$236K 2042
2024
Q2
$236K Sell
9,344
-489
-5% -$12.4K 0.02% 1115
2024
Q1
$351K Buy
9,833
+870
+10% +$31K 0.05% 718
2023
Q4
$271K Buy
+8,963
New +$271K 0.06% 711
2023
Q3
Sell
-14,158
Closed -$565K 1526
2023
Q2
$565K Buy
+14,158
New +$565K 0.1% 300