Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$216K Sell
4,854
-434
-8% -$19.3K 0.02% 200
2024
Q3
$227K Sell
5,288
-485
-8% -$20.9K 0.02% 203
2024
Q2
$237K Sell
5,773
-395
-6% -$16.2K 0.03% 207
2024
Q1
$280K Buy
6,168
+52
+0.9% +$2.36K 0.03% 193
2023
Q4
$305K Buy
+6,116
New +$305K 0.04% 173