Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$402K Hold
4,906
0.05% 145
2024
Q3
$405K Sell
4,906
-350
-7% -$28.9K 0.04% 147
2024
Q2
$369K Sell
5,256
-221
-4% -$15.5K 0.04% 162
2024
Q1
$406K Sell
5,477
-153
-3% -$11.3K 0.05% 156
2023
Q4
$372K Buy
+5,630
New +$372K 0.04% 157