Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,316
Closed -$409K 985
2024
Q3
$409K Buy
+7,316
New +$409K 0.23% 115
2024
Q2
Sell
-2,089
Closed -$97.6K 1668
2024
Q1
$97.6K Sell
2,089
-1,511
-42% -$70.6K 0.09% 438
2023
Q4
$167K Buy
+3,600
New +$167K 0.16% 148