Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$484K Buy
2,734
+513
+23% +$90.8K 0.05% 133
2024
Q3
$338K Sell
2,221
-695
-24% -$106K 0.04% 164
2024
Q2
$531K Buy
2,916
+19
+0.7% +$3.46K 0.06% 132
2024
Q1
$559K Buy
2,897
+65
+2% +$12.5K 0.06% 135
2023
Q4
$738K Buy
+2,832
New +$738K 0.09% 106