Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,014
Closed -$328K 1761
2024
Q3
$328K Buy
+2,014
New +$328K ﹤0.01% 1281
2024
Q1
Sell
-2,866
Closed -$310K 1780
2023
Q4
$310K Buy
2,866
+367
+15% +$39.7K ﹤0.01% 1120
2023
Q3
$230K Sell
2,499
-487
-16% -$44.9K ﹤0.01% 1118
2023
Q2
$264K Buy
+2,986
New +$264K 0.01% 944