Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,973
Closed -$201K 166
2024
Q3
$201K Buy
+6,973
New +$201K ﹤0.01% 155
2024
Q1
Sell
-11,507
Closed -$333K 162
2023
Q4
$333K Sell
11,507
-715
-6% -$20.7K 0.01% 149
2023
Q3
$406K Buy
+12,222
New +$406K 0.01% 136