Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,652
Closed -$334K 502
2024
Q3
$334K Buy
+31,652
New +$334K 0.1% 327
2024
Q2
Sell
-36,800
Closed -$489K 534
2024
Q1
$489K Sell
36,800
-21,100
-36% -$280K 0.12% 310
2023
Q4
$706K Buy
+57,900
New +$706K 0.19% 197
2023
Q2
Sell
-19,287
Closed -$243K 389
2023
Q1
$243K Buy
+19,287
New +$243K 0.1% 358