Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,040
Closed -$512K 644
2024
Q3
$512K Buy
+1,040
New +$512K 0.15% 255
2023
Q2
Sell
-1,046
Closed -$333K 600
2023
Q1
$333K Buy
+1,046
New +$333K 0.13% 275