Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-824
Closed -$210K 54
2024
Q3
$210K Buy
+824
New +$210K 0.11% 46
2024
Q1
Sell
-1,321
Closed -$262K 43
2023
Q4
$262K Buy
1,321
+37
+3% +$7.34K 0.17% 28
2023
Q3
$218K Hold
1,284
0.16% 34
2023
Q2
$240K Sell
1,284
-12
-0.9% -$2.24K 0.19% 32
2023
Q1
$215K Buy
+1,296
New +$215K 0.18% 33