Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,025
Closed -$293K 436
2024
Q3
$293K Buy
+2,025
New +$293K 0.14% 199
2023
Q4
Sell
-2,532
Closed -$223K 592
2023
Q3
$223K Buy
+2,532
New +$223K 0.11% 283