Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,843
Closed -$607K 393
2024
Q3
$607K Buy
15,843
+2,513
+19% +$96.3K 0.1% 205
2024
Q2
$692K Hold
13,330
0.11% 189
2024
Q1
$692K Buy
13,330
+722
+6% +$37.5K 0.11% 189
2023
Q4
$554K Buy
12,608
+4,448
+55% +$195K 0.1% 218
2023
Q3
$388K Buy
+8,160
New +$388K 0.08% 256