Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,172
Closed -$352K 699
2024
Q3
$352K Buy
+2,172
New +$352K 0.12% 128
2024
Q1
Sell
-1,993
Closed -$312K 777
2023
Q4
$312K Buy
1,993
+42
+2% +$6.58K 0.12% 127
2023
Q3
$236K Buy
+1,951
New +$236K 0.1% 160