Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$342K Sell
542
-113
-17% -$71.2K 0.09% 204
2024
Q3
$507K Sell
655
-23
-3% -$17.8K 0.14% 155
2024
Q2
$559K Buy
678
+46
+7% +$37.9K 0.16% 125
2024
Q1
$441K Buy
632
+273
+76% +$191K 0.13% 144
2023
Q4
$209K Buy
+359
New +$209K 0.08% 225