Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,365
Closed -$131K 16
2024
Q3
$131K Sell
11,365
-2,535
-18% -$29.2K 0.54% 8
2024
Q2
$184K Sell
13,900
-1,908
-12% -$25.2K 0.93% 7
2024
Q1
$226K Sell
15,808
-935
-6% -$13.4K 1.29% 8
2023
Q4
$179K Buy
+16,743
New +$179K 0.97% 8