Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,860
Closed -$239K 845
2024
Q3
$239K Buy
3,860
+167
+5% +$10.4K 0.01% 749
2024
Q2
$211K Sell
3,693
-161
-4% -$9.19K 0.01% 733
2024
Q1
$223K Buy
+3,854
New +$223K 0.01% 682
2023
Q4
Sell
-3,617
Closed -$205K 717
2023
Q3
$205K Buy
3,617
+1
+0% +$57 0.01% 626
2023
Q2
$215K Buy
+3,616
New +$215K 0.01% 643