Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5.48M Sell
30,812
-518
-2% -$92K 0.62% 38
2024
Q3
$6.19M Sell
31,330
-907
-3% -$179K 0.67% 37
2024
Q2
$5.53M Sell
32,237
-1,361
-4% -$233K 0.63% 40
2024
Q1
$6.12M Sell
33,598
-1,093
-3% -$199K 0.7% 38
2023
Q4
$5.38M Buy
+34,691
New +$5.38M 0.63% 42