Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$297K Sell
1,076
-121
-10% -$33.4K 0.03% 171
2024
Q3
$345K Sell
1,197
-122
-9% -$35.2K 0.04% 161
2024
Q2
$336K Sell
1,319
-14
-1% -$3.57K 0.04% 171
2024
Q1
$345K Buy
1,333
+23
+2% +$5.96K 0.04% 171
2023
Q4
$296K Buy
+1,310
New +$296K 0.03% 176