Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-637
Closed -$202K 228
2024
Q3
$202K Sell
637
-12
-2% -$3.8K 0.02% 216
2024
Q2
$242K Sell
649
-91
-12% -$34K 0.03% 201
2024
Q1
$257K Sell
740
-93
-11% -$32.2K 0.03% 201
2023
Q4
$381K Buy
+833
New +$381K 0.05% 155