Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,166
Closed -$161K 571
2024
Q3
$161K Sell
14,166
-6,409
-31% -$73K 0.08% 415
2024
Q2
$204K Buy
20,575
+6,898
+50% +$68.5K 0.11% 359
2024
Q1
$117K Sell
13,677
-4,216
-24% -$36K 0.04% 470
2023
Q4
$192K Buy
17,893
+6,988
+64% +$75K 0.06% 487
2023
Q3
$142K Buy
+10,905
New +$142K 0.07% 359