Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,938
Closed -$567K 887
2024
Q3
$567K Buy
+17,938
New +$567K 0.32% 28
2024
Q2
Sell
-1,490
Closed -$55.7K 1369
2024
Q1
$55.7K Sell
1,490
-4,693
-76% -$175K 0.05% 704
2023
Q4
$208K Buy
+6,183
New +$208K 0.2% 84