Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,470
Closed -$229K 90
2024
Q3
$229K Buy
1,470
+7
+0.5% +$1.09K 0.24% 80
2024
Q2
$217K Buy
1,463
+10
+0.7% +$1.48K 0.22% 85
2024
Q1
$257K Buy
1,453
+7
+0.5% +$1.24K 0.15% 99
2023
Q4
$206K Buy
+1,446
New +$206K 0.13% 98