Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,211
Closed -$307K 137
2024
Q3
$307K Buy
4,211
+179
+4% +$13.1K 0.27% 85
2024
Q2
$243K Buy
4,032
+74
+2% +$4.46K 0.25% 92
2024
Q1
$250K Buy
3,958
+354
+10% +$22.3K 0.27% 88
2023
Q4
$210K Buy
+3,604
New +$210K 0.26% 96