Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-38,076
Closed -$2.51M 2859
2024
Q3
$2.51M Buy
+38,076
New +$2.51M 0.18% 90
2023
Q4
Sell
-14,978
Closed -$964K 2082
2023
Q3
$964K Buy
14,978
+7,179
+92% +$462K 0.16% 105
2023
Q2
$471K Sell
7,799
-4,213
-35% -$254K 0.08% 406
2023
Q1
$691K Sell
12,012
-6,875
-36% -$396K 0.14% 145
2022
Q4
$1.08M Buy
+18,887
New +$1.08M 0.23% 72