Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,968
Closed -$68.5K 486
2024
Q3
$68.5K Buy
+1,968
New +$68.5K 0.04% 336
2023
Q4
Sell
-6,732
Closed -$257K 362
2023
Q3
$257K Sell
6,732
-560
-8% -$21.4K 0.07% 280
2023
Q2
$332K Buy
7,292
+1,902
+35% +$86.7K 0.09% 245
2023
Q1
$241K Buy
+5,390
New +$241K 0.13% 173