Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-42,283
Closed -$289K 647
2024
Q3
$289K Buy
+42,283
New +$289K 0.11% 331
2023
Q4
Sell
-32,066
Closed -$189K 434
2023
Q3
$189K Buy
32,066
+19,556
+156% +$115K 0.13% 323
2023
Q2
$103K Sell
12,510
-5,378
-30% -$44.5K 0.06% 419
2023
Q1
$111K Buy
+17,888
New +$111K 0.07% 384