Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,659
Closed -$688K 321
2024
Q3
$688K Buy
6,659
+1,232
+23% +$127K 0.11% 184
2024
Q2
$532K Hold
5,427
0.09% 232
2024
Q1
$532K Buy
5,427
+428
+9% +$42K 0.09% 232
2023
Q4
$462K Buy
4,999
+292
+6% +$27K 0.08% 245
2023
Q3
$391K Buy
+4,707
New +$391K 0.08% 253