Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,263
Closed -$264K 2252
2024
Q3
$264K Buy
+4,263
New +$264K ﹤0.01% 1388
2024
Q2
Sell
-5,840
Closed -$280K 2153
2024
Q1
$280K Sell
5,840
-6,298
-52% -$301K ﹤0.01% 1055
2023
Q4
$688K Buy
12,138
+482
+4% +$27.3K ﹤0.01% 776
2023
Q3
$522K Sell
11,656
-671
-5% -$30.1K ﹤0.01% 761
2023
Q2
$606K Buy
+12,327
New +$606K 0.02% 591