Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$572K Sell
15,238
-1
-0% -$38 0.06% 118
2024
Q3
$637K Sell
15,239
-35
-0.2% -$1.46K 0.07% 116
2024
Q2
$598K Sell
15,274
-1,033
-6% -$40.5K 0.07% 126
2024
Q1
$707K Buy
16,307
+276
+2% +$12K 0.08% 114
2023
Q4
$703K Buy
+16,031
New +$703K 0.08% 111