Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$412K Sell
3,046
-243
-7% -$32.8K 0.05% 142
2024
Q3
$513K Sell
3,289
-159
-5% -$24.8K 0.06% 135
2024
Q2
$510K Sell
3,448
-29
-0.8% -$4.29K 0.06% 138
2024
Q1
$616K Sell
3,477
-94
-3% -$16.7K 0.07% 126
2023
Q4
$509K Buy
+3,571
New +$509K 0.06% 131