Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.61M Sell
12,493
-44
-0.4% -$5.68K 0.18% 74
2024
Q3
$1.71M Sell
12,537
-5
-0% -$684 0.19% 74
2024
Q2
$1.28M Sell
12,542
-2,837
-18% -$290K 0.15% 78
2024
Q1
$1.36M Sell
15,379
-141
-0.9% -$12.5K 0.16% 78
2023
Q4
$1.42M Buy
+15,520
New +$1.42M 0.17% 76