Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,631
Closed -$920K 2806
2024
Q3
$920K Buy
19,631
+11,069
+129% +$519K 0.07% 462
2024
Q2
$362K Buy
+8,562
New +$362K 0.03% 842
2024
Q1
Sell
-8,902
Closed -$410K 2229
2023
Q4
$410K Buy
+8,902
New +$410K 0.09% 382