Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,233
Closed -$201K 327
2024
Q3
$201K Sell
4,233
-313
-7% -$14.9K 0.05% 278
2024
Q2
$209K Buy
+4,546
New +$209K 0.06% 258
2022
Q2
Sell
-8,190
Closed -$255K 218
2022
Q1
$255K Buy
+8,190
New +$255K 0.16% 142