Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-553
Closed -$238K 795
2024
Q3
$238K Buy
553
+55
+11% +$23.7K 0.14% 367
2024
Q2
$182K Buy
498
+330
+196% +$120K 0.27% 29
2024
Q1
$58.8K Sell
168
-374
-69% -$131K 0.05% 679
2023
Q4
$117K Buy
+542
New +$117K 0.11% 305