Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,590
Closed -$248K 383
2024
Q3
$248K Buy
1,590
+65
+4% +$10.1K 0.04% 358
2024
Q2
$226K Buy
+1,525
New +$226K 0.04% 330
2024
Q1
Sell
-1,450
Closed -$207K 348
2023
Q4
$207K Buy
+1,450
New +$207K 0.04% 147
2022
Q3
Sell
-1,716
Closed -$242K 43
2022
Q2
$242K Buy
+1,716
New +$242K 0.24% 41