Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,037
Closed -$113K 193
2024
Q3
$113K Sell
10,037
-1,000
-9% -$11.2K 0.07% 153
2024
Q2
$190K Sell
11,037
-158
-1% -$2.72K 0.12% 141
2024
Q1
$123K Buy
11,195
+2,130
+23% +$23.3K 0.09% 137
2023
Q4
$213K Buy
+9,065
New +$213K 0.24% 93