Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,392
Closed -$232K 578
2024
Q3
$232K Sell
1,392
-218
-14% -$36.3K 0.11% 306
2024
Q2
$230K Buy
1,610
+108
+7% +$15.4K 0.12% 296
2024
Q1
$299K Buy
1,502
+321
+27% +$63.9K 0.11% 272
2023
Q4
$244K Buy
+1,181
New +$244K 0.08% 395