Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,878
Closed -$552K 492
2024
Q3
$552K Buy
+1,878
New +$552K 0.17% 235
2023
Q4
Sell
-3,900
Closed -$714K 692
2023
Q3
$714K Buy
+3,900
New +$714K 0.25% 156