Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,863
Closed -$121K 274
2024
Q3
$121K Buy
+12,863
New +$121K ﹤0.01% 248
2023
Q3
Sell
-10,540
Closed -$130K 345
2023
Q2
$130K Buy
+10,540
New +$130K ﹤0.01% 259
2023
Q1
Sell
-73,370
Closed -$628K 417
2022
Q4
$628K Buy
+73,370
New +$628K 0.01% 257