Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,437
Closed -$744K 517
2024
Q3
$744K Buy
+14,437
New +$744K 0.22% 176
2024
Q2
Sell
-3,900
Closed -$227K 561
2024
Q1
$227K Sell
3,900
-2,100
-35% -$122K 0.05% 491
2023
Q4
$378K Buy
+6,000
New +$378K 0.1% 329