Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,058
Closed -$427K 633
2024
Q3
$427K Buy
+13,058
New +$427K 0.1% 361
2023
Q4
Sell
-14,653
Closed -$355K 362
2023
Q3
$355K Buy
+14,653
New +$355K 0.2% 223