Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,480
Closed -$206K 238
2024
Q3
$206K Sell
6,480
-8,326
-56% -$264K 0.02% 231
2024
Q2
$477K Buy
+14,806
New +$477K 0.05% 90
2023
Q3
Sell
-8,510
Closed -$258K 220
2023
Q2
$258K Sell
8,510
-1,510
-15% -$45.8K 0.03% 147
2023
Q1
$265K Buy
+10,020
New +$265K 0.04% 144
2017
Q4
Sell
-231
Closed -$7K 973
2017
Q3
$7K Buy
+231
New +$7K ﹤0.01% 673