Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-407
Closed -$315K 223
2024
Q3
$315K Buy
+407
New +$315K 0.1% 149
2024
Q1
$279K Sell
400
-151
-27% -$105K 0.11% 142
2023
Q4
$320K Buy
551
+69
+14% +$40.1K 0.14% 111
2023
Q3
$221K Buy
+482
New +$221K 0.11% 137