Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,066
Closed -$453K 2695
2024
Q3
$453K Sell
9,066
-2,100
-19% -$105K 0.03% 884
2024
Q2
$661K Buy
11,166
+3,931
+54% +$233K 0.06% 524
2024
Q1
$326K Buy
+7,235
New +$326K 0.04% 780