Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,870
Closed -$406K 427
2024
Q3
$406K Buy
+13,870
New +$406K 0.2% 98
2023
Q2
Sell
-15,295
Closed -$572K 440
2023
Q1
$572K Sell
15,295
-6,946
-31% -$260K 0.4% 42
2022
Q4
$825K Sell
22,241
-455
-2% -$16.9K 0.68% 7
2022
Q3
$697K Buy
+22,696
New +$697K 0.85% 17