Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-358
Closed -$119K 307
2024
Q3
$119K Buy
358
+44
+14% +$14.6K 0.04% 182
2024
Q2
$98.5K Buy
+314
New +$98.5K 0.04% 193
2023
Q4
$75.6K Buy
+314
New +$75.6K 0.03% 181