Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,411
Closed -$201K 438
2024
Q3
$201K Buy
6,411
+289
+5% +$9.07K 0.01% 412
2024
Q2
$221K Sell
6,122
-166
-3% -$5.99K 0.01% 356
2024
Q1
$237K Sell
6,288
-995
-14% -$37.5K 0.01% 348
2023
Q4
$258K Buy
7,283
+613
+9% +$21.7K 0.01% 289
2023
Q3
$258K Sell
6,670
-619
-8% -$24K 0.01% 257
2023
Q2
$257K Buy
+7,289
New +$257K 0.01% 276
2020
Q4
Sell
-1,068
Closed -$18K 171
2020
Q3
$18K Buy
+1,068
New +$18K ﹤0.01% 337