Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$525K Sell
2,288
-35
-2% -$8.03K 0.06% 127
2024
Q3
$646K Sell
2,323
-219
-9% -$60.9K 0.07% 114
2024
Q2
$635K Buy
2,542
+14
+0.6% +$3.5K 0.07% 122
2024
Q1
$631K Buy
2,528
+19
+0.8% +$4.75K 0.07% 123
2023
Q4
$580K Buy
+2,509
New +$580K 0.07% 122