Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-462
Closed -$233K 299
2024
Q3
$233K Sell
462
-162
-26% -$81.7K 0.07% 150
2024
Q2
$268K Sell
624
-75
-11% -$32.3K 0.08% 159
2024
Q1
$265K Buy
+699
New +$265K 0.1% 169
2022
Q2
Sell
-755
Closed -$227K 156
2022
Q1
$227K Buy
+755
New +$227K 0.14% 122