Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-954
Closed -$298K 2266
2024
Q3
$298K Sell
954
-148
-13% -$46.3K ﹤0.01% 1329
2024
Q2
$294K Buy
+1,102
New +$294K ﹤0.01% 1202
2024
Q1
Sell
-739
Closed -$209K 2155
2023
Q4
$209K Sell
739
-141
-16% -$39.8K ﹤0.01% 1307
2023
Q3
$225K Buy
+880
New +$225K ﹤0.01% 1128