Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,080
Closed -$223K 55
2024
Q3
$223K Buy
+3,080
New +$223K 0.12% 38
2023
Q4
Sell
-3,422
Closed -$226K 53
2023
Q3
$226K Buy
3,422
+4
+0.1% +$265 0.16% 29
2023
Q2
$221K Buy
+3,418
New +$221K 0.18% 40