Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-901
Closed -$290K 255
2024
Q3
$290K Sell
901
-13
-1% -$4.19K 0.05% 226
2024
Q2
$286K Sell
914
-24
-3% -$7.5K 0.05% 213
2024
Q1
$267K Buy
+938
New +$267K 0.05% 213
2023
Q2
Sell
-2,130
Closed -$495K 270
2023
Q1
$495K Buy
+2,130
New +$495K 0.11% 109