Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,285
Closed -$292K 710
2024
Q3
$292K Buy
2,285
+81
+4% +$10.3K 0.02% 563
2024
Q2
$304K Buy
2,204
+177
+9% +$24.4K 0.02% 522
2024
Q1
$231K Buy
+2,027
New +$231K 0.01% 632
2018
Q4
Sell
-107
Closed -$3K 506
2018
Q3
$3K Buy
+107
New +$3K ﹤0.01% 680