Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$354K Buy
2,307
+369
+19% +$56.7K 0.04% 152
2024
Q3
$330K Sell
1,938
-446
-19% -$75.8K 0.04% 167
2024
Q2
$475K Sell
2,384
-62
-3% -$12.3K 0.05% 143
2024
Q1
$414K Sell
2,446
-235
-9% -$39.8K 0.05% 155
2023
Q4
$388K Buy
+2,681
New +$388K 0.05% 153