Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,119
Closed -$288K 205
2024
Q3
$288K Sell
2,119
-6
-0.3% -$815 0.01% 192
2024
Q2
$313K Sell
2,125
-43
-2% -$6.34K 0.01% 194
2024
Q1
$331K Sell
2,168
-195
-8% -$29.8K 0.01% 191
2023
Q4
$341K Buy
+2,363
New +$341K 0.01% 189