Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$608K Sell
5,371
-12
-0.2% -$1.36K 0.07% 115
2024
Q3
$614K Sell
5,383
-66
-1% -$7.53K 0.07% 117
2024
Q2
$566K Sell
5,449
-206
-4% -$21.4K 0.06% 127
2024
Q1
$643K Sell
5,655
-119
-2% -$13.5K 0.07% 120
2023
Q4
$636K Buy
+5,774
New +$636K 0.07% 117