Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-493
Closed -$382K 691
2024
Q3
$382K Buy
493
+241
+96% +$187K 0.15% 259
2024
Q2
$208K Buy
+252
New +$208K 0.09% 407
2021
Q3
Sell
-1,517
Closed -$492K 524
2021
Q2
$492K Buy
+1,517
New +$492K 0.19% 179