Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$546K Sell
5,485
-734
-12% -$73K 0.06% 123
2024
Q3
$706K Sell
6,219
-4
-0.1% -$454 0.08% 108
2024
Q2
$770K Sell
6,223
-589
-9% -$72.9K 0.09% 104
2024
Q1
$899K Sell
6,812
-68
-1% -$8.97K 0.1% 98
2023
Q4
$750K Buy
+6,880
New +$750K 0.09% 103