Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-922
Closed -$241K 37
2024
Q3
$241K Buy
+922
New +$241K 0.67% 28
2023
Q4
Sell
-1,157
Closed -$290K 190
2023
Q3
$290K Buy
1,157
+28
+2% +$7.01K 0.25% 117
2023
Q2
$296K Buy
+1,129
New +$296K 0.22% 134