Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,239
Closed -$345K 469
2024
Q3
$345K Sell
28,239
-5,879
-17% -$71.8K 0.17% 147
2024
Q2
$333K Buy
34,118
+6,918
+25% +$67.5K 0.17% 157
2024
Q1
$170K Sell
27,200
-889
-3% -$5.55K 0.06% 433
2023
Q4
$217K Buy
+28,089
New +$217K 0.07% 437