Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$209K Sell
470
-6
-1% -$2.67K 0.02% 205
2024
Q3
$246K Sell
476
-112
-19% -$58K 0.03% 194
2024
Q2
$327K Buy
588
+19
+3% +$10.6K 0.04% 173
2024
Q1
$287K Buy
569
+8
+1% +$4.04K 0.03% 189
2023
Q4
$335K Buy
+561
New +$335K 0.04% 164