Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-598
Closed -$302K 707
2024
Q3
$302K Sell
598
-48
-7% -$24.2K 0.01% 552
2024
Q2
$278K Buy
646
+14
+2% +$6.02K 0.01% 550
2024
Q1
$239K Buy
+632
New +$239K 0.01% 593
2023
Q4
Sell
-779
Closed -$245K 651
2023
Q3
$245K Buy
779
+4
+0.5% +$1.26K 0.01% 531
2023
Q2
$264K Buy
775
+2
+0.3% +$682 0.01% 527
2023
Q1
$229K Buy
+773
New +$229K 0.01% 484