Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$367K Sell
5,810
-5,938
-51% -$375K 0.09% 191
2024
Q3
$696K Buy
11,748
+118
+1% +$7K 0.19% 113
2024
Q2
$939K Buy
11,630
+827
+8% +$66.8K 0.26% 68
2024
Q1
$820K Buy
10,803
+6,882
+176% +$522K 0.23% 78
2023
Q4
$273K Buy
+3,921
New +$273K 0.1% 175