Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,721
Closed -$245K 1150
2024
Q3
$245K Buy
+1,721
New +$245K 0.01% 946
2024
Q2
Sell
-1,721
Closed -$245K 1136
2024
Q1
$245K Sell
1,721
-11
-0.6% -$1.57K 0.01% 944
2023
Q4
$208K Sell
1,732
-1,032
-37% -$124K 0.01% 974
2023
Q3
$281K Buy
+2,764
New +$281K 0.01% 835