Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,791
Closed -$215K 91
2024
Q3
$215K Sell
4,791
-798
-14% -$35.8K 0.18% 83
2024
Q2
$226K Buy
5,589
+145
+3% +$5.88K 0.2% 76
2024
Q1
$228K Sell
5,444
-575
-10% -$24.1K 0.22% 74
2023
Q4
$227K Buy
+6,019
New +$227K 0.26% 74